Integrity
Honesty and trustworthiness are the foundation of any relationship. As wealth managers, we work hard to always do the right thing by our clients. We will always make decisions based on our values and convictions rather than what brings us personal gain.
Intentionality
We believe that Purpose + Mission = Vision.
As experienced Advisors, we will help determine your purpose and mission to design and achieve your vision through a focused and objective process
Transparency
Complete transparency is key when working with anyone, especially when it involves your hard-earned money. To that end, we disclose all our fees up front.
Michael Walling
Partner | Director of Corporation Finance
Steven Lichtblau, ChFC
Partner | Director of Wealth Management
Christopher Gee
Partner | Chief Investment Officer
C. Tyler Walling
VP of Wealth Management
Tim Sperling
VP of Business Development | Corporate Finance
Tim works in the firm’s Investment Banking Division as VP of Business Development, Corporate Finance with an emphasis on the firm’s Employee Stock Option Plan (ESOP) business. He holds both a Business Degree and Law Degree...
Lauren Stevens
Sreeya Bhupathiraju
Roy Schieffer, CFP
In Memoriam 8/22/1949-12/27/2021