Terence L. Horan, CLU, ChFC President/CEO
Douglas T. Miller, CHC Executive Vice President
Diana L. Small, SPHR Vice President of Human Resources
Karen L. Mueller, CBC Executive Vice President
Gregory L. Hoernschemeyer, CLU Vice President, Registered Representative
Judi E. Meyer Vice President
Julie B. Highley, CBC Vice President
Valerie Bogdan-Powers Vice President, Employee Benefits Services
Cheryl Campbell Vice President of Marketing
Kurt B. Krebs, CPA Vice President, Chief Financial Officer
Nicholas C. Reilly Portfolio Manager & Principal

 

Leadership
Douglas T. Miller, CHC Executive Vice President
Valerie Bogdan-Powers Vice President of Employee Benefit Services
Julie B. Highley, CBC Senior Vice President
Karen L. Mueller, CBC Executive Vice President & Partner

 

Chris Mihin, CBC Account Executive
Heather Bellau Individual Health & Medicare Associate
Sherry Weaver Individual Sales Coordinator

 

Individual Investments
Terence L. Horan, CLU, ChFC President/CEO
Michael D. Napier, CFP® Vice President, Certified Financial Planner
Timothy G. Powell, AIF, CFP® Vice President
Geoffrey E. Solomon, CFP® Vice President, Registered Representative
Christopher G. Cook,CFP® Director of Operations
Nicholas C. Reilly Portfolio Manager & Principal
Mark A. Bennett, CFA Portfolio Manager & Principal
David I. Templeton, CFA Portfolio Manager & Principal
Todd Poellein, CFA Senior Portfolio Manager
Matthew Antenucci Investment Associate
Matthew Woebkenberg Investment Associate
   
Financial Planning  
Anna Pfaehler, CFP® Director of Financial Planning
John May Financial Planning Associate
   
Manager, Client Services   
Ginny Meador Manager, Client Services
Amanda Chapman Manager, Client Services
Pierrette Albers Manager, Client Services
   
Corporate Retirement Plan Consulting
Karl Diebold, CFP® Vice President, Investment & Retirement Plan Consultant
David Lohre, AIF® Vice President, Investment & Retirement Plan Consultant
Paul Carl  Vice President - Retirement Services
Rachele Wolf-Thomas Senior Account Manager, Investment & Retirement Plan Consultant

 

Terence L. Horan, CLU, ChFC President/CEO
William T. Earls Jr., J.D., LL.M. Managing Principal
Gregory L. Hoernschemeyer, CLU Vice President, Registered Representative
Denny Nead, CLU Sales Associate
Alison Gall Bristol, MBA Account Executive
Susan Dixon Case Design Specialist
Dan McDonald, CLU Estate and Business Planning Consultant
Rita M. Macke Client Administration & Design Analyst 
Meghan Beach Client Services

 

Cheryl Campbell Vice President of Marketing
Katie Koppenhoefer Director of Marketing
Melissa McDonald Marketing Manager
Chris Huggard Education and Events Manager

 

Operations  
Kurt B. Krebs, CPA Chief Financial Officer
Diana L. Small,SPHR Vice President of Human Resources
Michael Tragesser Chief Compliance Officer
Lesli Goins Commissions/Licensing
Brittany Klems Database Manager
Charmagne Robinson Receptionist
Greg Kroeger Director of Information Technologies
Carolyn Mefford Executive Assistant and Corporate Secretary
Tim Kruse Operations and Compliance Manager 
   
Accounting  
Patricia Chapman Assistant Controller
Shari Daniels Accounting Manager