Stephen Stricklin – CFP®, CKA®

President & CEO


Email Stephen

Paul C. Brock

Director of Financial Planning & COO


Email Paul

Ben Malick – CFA®, CKA®

Director of Investments & CIO


Email Ben

Becca Ollar, CPA

Director of Tax Services


Email Becca

Melissa Daigle – CFP®

Chief Financial Planner


Email Melissa

Nick Phillips

Lead Financial Advisor


Email Nick

Samantha M. Compton

Senior Financial Advisor


Email Samantha

Jonathan Dold – MBA

Senior Financial Advisor


Email Jon

David Sandhu

David Sandhu – CRPC®

Senior Financial Advisor


Email David

Todd Kross

Todd Kross

Financial Advisor


Email Todd

Hannah Noel

Director of Operations


Email Hannah

Brooke Florida

Director of Client Services


Email Brooke

Ashley Selk

Creative Director


Email Ashley

Affiliates


We have developed a number of resources and entities to provide wisdom to our clients. Each of our affiliates meet a different need to first build wisdom, then wealth.