MEET OUR TEAM
We are a dedicated group of professionals passionate about empowering you to achieve your financial goals and secure a prosperous future. With a wealth of experience and a deep understanding of the ever-changing financial landscape, we are here to guide you through the complexities of wealth management, retirement planning and more.
We are ready to help you unlock your financial future.
BEN SCHROCK, BFA™
Owner, Investment Advisor Representative
& Insurance Professional
KEITH LOCKWOOD
Chief Investment Officer, Investment Advisor Representative & Insurance Professional
COLLEEN LEMASTERS, CFP®, ChFC®, BFA™
Investment Advisor Representative
& Insurance Professional
DAN OAKLIEF, ChFC®, RICP®, CFP®
Investment Advisor Representative
& Insurance Professional
LINDA SINTIC
Office Administrator
KAITLIN SCHROCK
Chief Operations Officer