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THE TEAM

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MEET YOUR TEAM

Financial Planning and Wealth Management both take expertise and experience, followed by dedication and discipline. It is impossible to do this without a team. With the support of a courageous, passionate, growing and excellent team, we stand committed to providing you the best client service possible.

Austin D Shunk CLU®

Partner and Private Wealth Advisor

Brent Shunk CFP®, CLU®

Partner and Private Wealth Advisor

Alec M Shunk

Partner and Private Wealth Advisor

Matthew Snodgrass CFP®, CLU®, CAP®, WMCP®, ChFC®

Director of Wealth Management Services

Drew Snodgrass CFP®, ChFC®, CLU®

Director of Planning and Investment Operations

Mackenzie Ingmire M.S.

Director of Operations

Kaili Noelle Gustafson CLU®

Investment Operations Specialist

Sidney Cox

Investment Analyst

Alec Ackerman CFP®, ChFC®, RICP®, CLU®, QPFC

Associate Wealth Management Advisor

Benjamin Hatton J.D.

Associate Wealth Management Advisor

Barrett Sheeley

Associate Wealth Management Advisor

Garrett Kepley

Client Service Representative