About Us

Our Commitment to You  
Working with Us  
Location  

Meet Our Team

  • David Mattern
    David Mattern

    David Mattern

    Managing Director - Investment Officer

  • Kyle Cross
    Kyle Cross

    Kyle Cross, CFP®

    Financial Advisor

  • Jessica Schmid
    Jessica Schmid

    Jessica Schmid

    Client Associate

  • Shelly Triplett

    Shelly Triplett

    Client Associate

Why Invest With Us

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