As the Operations Officer, I focus on delivering an exceptional client experience all while making sure the everyday operations of the company are running smoothly. I performs budget allocations and expense management. My goals are to...
Jon R. Winteregg
Jon attended Indiana University in Bloomington, Indiana where he received his Bachelor of Science degree from the Kelley School of Business. He moved to Franklin Indiana in 1985 where he founded and managed a branch office for Edward D...
Client Service Specialist
Kurtis has experience with client services across a very diverse spectrum. He is dedicated to providing exemplary client support and expanding his knowledge of the Financial Services Industry. Within the firm, Kurtis' responsibilities...
Advisor Assistant & Administrations Officer
In the firm as a Advisor Assistant, Stacia collaborates with Head Advisor and Owner of over 30 years, Jon R. Winteregg, to establish customized client portfolios and plans. Together, they seek to help retirees, high net worth...