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Team

Our Team

Peter Mersberger

Peter J. Mersberger, LUTCF

President / Financial Advisor

Joshua Mersberger

Joshua P. Mersberger, CRPC, CFP®

Financial Advisor / Registered Principal

Andrea Zoeller

Andrea J. Zoeller

Financial Advisor / Director of Financial Planning

Joshua Preiss

Joshua P. Preiss

Director of Trading / Portfolio Manager

Austin Summers

Austin A. Summers

Portfolio Research Associate

CaSondra Gimbi

CaSondra L. Gimbi

Director of Client Services

Paige Gerber

Paige O. Gerber

Client Services Specialist

Mary Murphy

Mary R. Murphy

Client Services Specialist

Leslie Clark

Leslie A. Clark

Director of Marketing & Communications

Deb Morgan

Deb A. Morgan

Director of Client Relations

Tanya Roethel-King

Tanya M. Roethel-King

Client Relations Specialist