Skip to main content

Meet The Team

Exceptional service is our North Star – the center of everything that we do. Our loyalty to you is much like being the Chief Financial Officer of your family. We will surround you with great people to ensure it’s easy to reach someone you know and trust. You can count on our team to prevent any loose ends.

  • We will partner with all your advisors to ensure your team is fully aligned and integrated, to support your plan. By working together, we provide education and the whole picture of your financial plan.

  • Through our shared experiences, you’ll feel confident that we are on this journey together.

Aaron M Young CFP®, CLU®, CRPS®

President and CEO

Mitch Barnes CLU®, ChFC®, CAP®, MSFS

Partner and Wealth Management Advisor

Edward A Hely CFP®, AWMA®, MBA

Wealth Management Advisor

Jacob G Hughes CFP®

Partner and Wealth Management Advisor

Greg Russell

Associate Wealth Management Advisor

Caitlyn CdeBaca

Director of Employer and Participant Services

Conrad Newman

Associate Wealth Management Advisor

Lucas E. Bremer MBA

Private Wealth Advisor

Jeanna Clark

Associate Wealth Management Advisor

Lauren O'Connor Bisig

Growth and Engagement Director

Chris Wiedmar MBA

Associate Wealth Management Advisor

Taylor Reynolds

Investment Operations Associate

Erin B Mitchell

Chief of Staff

Megan Kosewski

Associate Wealth Management Advisor

Sherri G Peek

Client Service Associate

Amanda L Kerr

Client Service Associate