The Presidential Team

Scott Winters
Executive Chairman
Tony Campen
Chief Executive Officer
John Pollock
Executive Vice President
Dan Lempe
Financial Advisor
Jason McBride
Senior Vice President
Marilyn Weaver
Vice President, PhD, CFP®
John Avery
Senior Wealth Manager
Lorne Levy
Senior Wealth Manager
Alexis Herman
Senior Financial Advisor
Taylor Leary
Wealth Advisor, CFP®
Kelly L. St. George
Wealth Advisor, MBA
Ashley Winters
Paraplanner

Loveland Office

Keith Weinman
Vice President
Laura Alsup
Executive Coordinator

Operations and Support

Natalie Brush
Human Resources Director
Judith Meyers
Senior Financial Support Specialist
Noreen Murphy
Senior Financial Support Specialist

UPCOMING FINANCIAL PLANNING WORKSHOPS and classes

Social Security & Medicare classES

PACE Center
November 14 or November 16
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