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Meet The Team

We believe that everyone benefits from a team approach. We place a high value on delivering expertise and believe that our industry should be held to high standards, which is why both advisors on the team hold the Certified Financial Planner™ designation. Different members on the team specialize in all areas, ranging from life insurance to managing investments to building financial plans. Together, we ensure that you always have someone with integrity, knowledge, and dedication available to you.

Jonathan A. Graeser CFP®, CLU®

Wealth Management Advisor

Lucas R. Michael CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Kevin S Bode

Retirement Planning Specialist

Emily E Acquavita CLU®, CFP®, QPFC

Associate Wealth Management Advisor

Julie A Ballantine

Operations Manager

Brady Beech CFP®, MBA

Associate Wealth Management Advisor

Alisa A Best

Administrative Assistant

Amy E Byerly RICP®, QPFC

Associate Financial Representative

Ryan C Eller CFP®, CLU®, MBA

Associate Wealth Management Advisor

Michael P Felker RICP®, QPFC

Associate Financial Advisor

Lisa R Robbins