Broker Check

Team

Our 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®, 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

Assistant Director of Financial Planning / Para-Planner

Joshua Preiss

Joshua P. Preiss, CFA®

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

Deb Morgan

Deb A. Morgan

Director of Client Relations

Tanya Roethel-King

Tanya M. Roethel-King

Client Relations Specialist

Leslie Clark

Leslie A. Clark

Director of Marketing & Communications