Joe Crea
Founder || PresidentJoe Crea is a man of tradition and order, taking pride in bringing family and communities together.
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Linda Cahill
Co-Owner || PrincipalLinda Cahill is a natural-born leader, full of life, energy and laughter that has the ability to brighten anyone’s worst day.
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Scott Fischer
Principal || Director of Wealth ManagementAs the Debater, Scott Fischer is quick to defend opposing perspectives in order to better understand and achieve a better sense of others' reasoning.
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Christine Millen
PrincipalA natural born leader, Christine embodies the perfect blend of charisma and confidence.
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Denise Bandsuh
Underwriting Account ManagerDenise Bandsuh is warmhearted, genuine, and always willing to help.
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Diane Hackman
COODiane Hackman is compassionate and energetic, seeing the world with endless opportunities.
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Mary Johnson
Executive AssistantMary values strong and compassionate relationships, often caring for others needs or advising solutions and dismissing her own.
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Katie Reed
Operations ManagerKatie Reed is outgoing, fiercely loyal and always strives to continue to grow both personally and professionally.
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Kiowa Speck
Senior Retirement ConsultantKiowa Speck is dedicated and consistently over-delivers when achieving a goal.
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Lukas Lemons
Planning SpecialistOutgoing, courteous, and ambitious, Lukas brings life and excitement everywhere he goes.
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