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Meet Our Team

Effective financial planning is the product of sound decision-making. Whether you are looking to protect, grow, or transfer wealth, our team is equipped to guide you through complex financial issues and the ways in which they might affect your future.

We have built our firm to serve multigenerational needs so you can be confident that each family member is taken care of now and in the future. With a lifelong commitment to learning, we strive to carry the tradition of excellence at the root of our success. Everything we do is done with the intention of better serving our clients.

Tracy B VanDyke CFP®, CLU®, ChFC®, CASL®, RICP®

Private Wealth Advisor

Doug VanDyke CLU®

Chief Operations Officer

Nathan Duff CLU®

Private Wealth Lead Advisor

Joey Peck ChFC®, CLU®, MBA

Private Wealth Lead Advisor

Christi Schaffer

Chief of Staff

Julie Borchers

Associate Financial Representative

Barrett Cooper CLU®

Director of Financial Planning

Ashley Prettyman CLTC®

Operations Manager

Ethan Gabriel Pretsch

Financial Planning Assistant

Roland M Massimino

Financial Planning Assistant

Sam Owen

Financial Planning Assistant

William Nolke

Financial Planning Assistant

Devin Cochran

Investment Operations Associate

Laura J Bruntz

Executive Assistant

Danielle Samuels SHRM-CP

Director of Marketing and Client Experience