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Financial Planning Team

Megan Hammann, CFP®, CMAA, CEPA®

Director of Financial Planning

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Financial Planning
Estate Planning

Ben Basar, CFP®

Financial Planning Specialist

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Katie Loewe, CPA

Associate Financial Planner

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Financial Planning

Sam Martinez, CFP®

Wealth Advisor

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Financial Planning
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Michael Riney, CFP®, CSLP®

Wealth Advisor

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Financial Planning

Michael T. Moore, Jr.

Wealth Advisor

Advisory
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Financial Planning

Luke Nordman

Associate Wealth Advisor

Advisory
Financial Planning

Rob Reichwein, CFP®

Associate Wealth Advisor

Financial Planning
Advisory

Jason Hass, CPA, CFP®

Senior Tax Advisor

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Financial Planning

Jordan Yeggy

Senior Tax Advisor

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