Our Team
Leigha A. Shepard
Founder, President
Leigha is passionate about helping people work toward achieving their financial goals and is a long-time student of the markets. She enjoys educating clients about the markets and how they work to better equip them in making wise financial decisions for themselves.
Steven D. Reichle
Steve’s mission as a Financial Advisor is to help grow and manage clients’ finances wisely while providing superior customer service. He values client relationships and works hard to earn their confidence and trust.
Cole S. Reichle
Cole provides superior customer service and earns the client’s confidence and trust through his diligent work on their behalf.
Heather R. Sullivan CFP®
Heather takes a personalized and holistic approach to financial planning. She believes that each plan begins with an individual or family’s dream and creates a comprehensive plan from that important starting point.
Rick Ryan CFP®
Rick’s focus is on comprehensive financial planning taking into consideration the full aspect of his client’s financial life and runs a high touch, full-service practice.
Michael Meenen
As a Financial Advisor, Michael is dedicated to seeing his clients succeed. His focus is developing financial plans to help his clients meet their unique needs and goals.
Amanda Russell
Amanda is passionate about client relations and is eager to build relationships with current and potential clients.
Brenda Coffman
Brenda’s goal is to serve our clients in a friendly, efficient manner. She is often your first contact and keeps the traffic flowing in the office.