Our Team David Nelson, CFP®, CLU®, ChFC® Email David Gene Krueger Email Gene Brad Fritz, RFC® Email Brad Amy Cavanaugh, ChFC® Email Amy Ken Nelson Email Ken Nate Kreinbrink, RICP® Email Nate James Nelson, RICP® Email James John Nelson Email John Jake Woodcock, RICP® Email Jake Valerie Hill Email Valerie Michelle Eversoll Email Michelle Jamie Hugunin Email Jamie Travis Morehead Email Travis Austin Eck Email Austin Bob Lee Email Bob Richard J. Phelan, MBA Email Richard Deborah A. Montgomery, CPA Email Deb Andy Ferguson, EA, MBA Email Andy Becky Frederick Email Becky Check the background of investment professionals on FINRA’s BrokerCheck.
