Our team is focused on delivering individual advice with efficiency, expertise, and a level of service that is second to none.
Brian has over 25 years of experience in the financial services industry. His primary responsibilities include building lasting client relationships, creating and providing executive oversight.
Starting in 1993, Brian worked at A.G. Edwards, which later became Wells Fargo Advisors. While there, he spent the last two and a half decades developing deep, trusting client relationships. As an extension of his desire to serve clients, Brian has a CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, Brian had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Brian also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
John has proven expertise—with over 30 years experience working with corporate retirement plans, he’s dedicated his career to helping businesses, families and individual plan for their financial retirement and investment goals. His role is serving plan sponsors with the goal of running a successful plan, and assisting individual participant clients so they’re adequately prepared and retirement ready. John earned a BA in Accounting from St. Louis University’s Richard A. Chaifetz School of Business. John is also a CPA and in 2017, achieved the Accredited Investment Fiduciary AIF designation.
Rose Marie drives the operational machine responsible for our exemplary client experience. With over 32 years of industry experience, she knows the ins and outs of taking care of business. She previously worked in banking management and has been an integral part of our team since 2010. Her focus includes assisting with expenses, providing timely resolution to any escalating issues, ensuring that required policies and procedures are followed, branding & marketing, coordinating special events and supporting our clients.
Megan Riggin joined our team in November 2017, bringing years of experience in customer service and finance. As a Client Associate, Megan serves as the liaison between the client and the Financial Advisor. Her responsibilities include guiding clients through the onboarding process, initiating and monitoring account transactions, and maintaining communication between the client and the advisor. Megan holds a BS in Hospitality Management and a MS in Financial Planning from Oklahoma State University.