Broker Check

Team

Peter Mersberger

Peter J. Mersberger, LUTCF®

Executive Vice President / Financial Advisor

Marilyn Mersberger

Marilyn L. Mersberger

Executive Vice President

Joshua Mersberger

Joshua P. Mersberger, CFP®, CRPC

Co-CEO / Co-COO / Registered Principal / Financial Advisor

Zachary Mersberger

Zachary R. Mersberger, CFA®, CRPC, AIF

Co-CEO / Co-COO / Financial Advisor

Don Hammond

Donald C. Hammond, CFP®, AIF, MBA

Executive Vice President / Director of Employer Plan Services / Financial Advisor

Andrea Zoeller

Andrea J. Zoeller, CFP®

Financial Advisor / Director of Financial Planning

John Ben Brazier

John Ben Brazier, CFP®

Assistant Director of Financial Planning / Associate Financial Advisor

Joshua Preiss

Joshua P. Preiss, CFA®

Director of Trading / Portfolio Manager

Austin Summers

Austin A. Summers

Portfolio Research Associate

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

CaSondra Gimbi

CaSondra L. Gimbi

Director of Client Services

Paige Gerber

Paige O. Gerber

Client Services Specialist

Kendall Kane

Kendall A. Kane

Client Services Specialist