Our Associates

• Robert Zyzo, CFP®

  Owner

• Rebecca Hammer, CFP®

  Financial Advisor

• Alan Foeckler, CFP®

  Financial Advisor

• Michelle Martinez

  Financial Advisor

• Dave Leverenz

  Client Services Associates

• Mitch Andrews

  Client Services Associate

• Ryan Lemke

  Client Services Associate

• Kenneth Schuyler, ChFC®

  Financial Advisor

• Jason Hafer, EA

  Client Services Associate

• Wade Comerford

  Client Services Associate

• Jennifer Oliver

  Client Services Associate