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Financial Planning Team

Ben Basar

Financial Planning Specialist

Financial Planning
Estate Planning
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Megan Hammann

Director of Financial Planning

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Financial Planning
Estate Planning

Jason Hass

Senior Tax Advisor

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Financial Planning

Katie Loewe

Associate Financial Planner

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Financial Planning

Sam Martinez

Wealth Advisor

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Michael T. Moore, Jr.

Wealth Advisor

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Luke Nordman

Associate Wealth Advisor

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Financial Planning

Tricia Powell

Wealth Coordinator

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Financial Planning

Rob Reichwein

Associate Wealth Advisor

Financial Planning
Advisory

Michael Riney

Wealth Advisor

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Jordan Yeggy

Senior Tax Advisor

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