Broker Check

Advisors

Owners

Planning Team

Client Services Team

Our Team – Building trust through service

Maggie Meiners

Maggie Meiners, CEO Managing Partner

Principal Financial Advisor

Bauer Schmeltz

Bauer Schmeltz, CFP®  

Managing Partner

Principal Financial Advisor

Maxwell Bigler

Max Bigler

Financial Advisor

Grant Nailor

Grant Nailor

Financial Advisor

Lara DeSotel

Lara DeSotel, CCO Managing Partner 

CCO, PPC®

Maryanne Hall

Maryanne Hall

Director of Planning and Analysis Executive Assistant

Samuel Dull

Sam Dull, FPQP™

Planning & Analysis Consultant

Amber McCoy

Amber McCoy

Director of Client Services

Julie Weinberg

Julie Weinberg

Client Services Specialist

Kerry Thatcher

Kerry Thatcher

Client Services Specialist

Jane Gailey

Jane Gailey

Client Services Specialist Northside Office Manager

Jackie Grider

Jackie Grider

Client Services Specialist Southside Office Manager

Michael Meiners

Michael Meiners, Founder

Founder

Connect With us

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Start A Conversation