Our Associates

 

  • Luther Ensminger Jr., ChFC, CLU,CPA

    Chief Financial Strategist & Retirement Planning Specialist

  • Paul K. Martin, CFP(R), ChFC

    Financial Strategist

  • Gregory Rexford

    Financial Strategist

  • Elizabeth Schwarzman, CLU, ChFC

    Financial Strategist & Retirement Planning Specialist

  • Patrick Robertson, CFP (R)

    Financial Strategist

  • Alex Chisholm

    Financial Strategist

  • Carole Ayache

    Client Relationship Manager

  • Kenyon Wagner

    Investment & Planning Services Coordinator

  • Kristen Wohlschlegel

    Client Services & New Business Coordinator