Our Team

Anthony W. Conner

Partner/Financial Services Professional

John B. Conner

Partner/Financial Advisor

Wesley A. Brugh, RICP®

Partner/Financial Advisor

Gretchen W. Beedle

Financial Advisor

Bryan "Neil" Zimmerman

Financial Advisor

Our Associates

Alicia Scott

Executive Assistant to Anthony

Katrina "Katie" Larrington

Executive Assistant to John

Jenni Reeves

Director of Operations and Client Services for Wesley

Elizabeth "Libby" Criss

Director of New Business

Jacob Beekman

Director of Financial Planning to John

Crystal Knuttgen

Associate Financial Advisor

Sofia Burton

Executive Assistant to Gretchen

Zoe M. Lauridson

Marketing Director

Remy

Office Pup

Rigby

Office Pup