Meet Our Team

Experienced Advisors Make the Difference


As independent retirement plan advisors, we are with you every step of the way, and we are just as committed to your long-term success as you are. Our plan experience and on-going consultative approach means you have access to a trusted advisor.

Sarah Anthofer

Sarah Anthofer, AIF®

Retirement Plan Advisor

Rick DeBartolo

Rick DeBartolo

Individual Wealth Advisor

Jeremy Gerardy

Jeremy Gerardy, QKA, AIF®

Senior Financial Consultant

Jeff Hughes

Jeff Hughes, AIF®

Retirement Plan Advisor

Jordanna Schatz

Jordanna Schatz

Education Specialist

Chris Vandeberg

Chris Vandeberg, AIF®

Financial Consultant

Jessie Masterson-Torres

Jessie Masterson-Torres

Account Manager

Tyler Horbach

Tyler Horbach

Account Executive

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