Our Team

Ron Bare
CFP® BFA™ CKA®

Partner & Wealth Advisor

View Bio   

Curtis Burkholder
BFA™ CKA®

Partner & Wealth Advisor

View Bio   

Ryan Kurtz
CKA®

Wealth Advisor

View Bio   

Lamar King
 

Director of Relationship Development & Wealth Advisor

View Bio   

Jim Wahlberg

Wealth & Insurance Advisor

View Bio   

Alex Costa

Wealth Advisor

View Bio   

Adam Black

Financial Planner Assistant

View Bio   

Faith Bare

Relationship Manager

View Bio   

David Denlinger

Relationship Manager

View Bio   

Tina Bare

Marketing Director

View Bio   

Heather Waryga

Executive Assistant

View Bio   

Amy Lapp

Administrative Assistant

View Bio   

Tina Petersheim

Director of Operations

View Bio