Our Team

Jim Gasaway

QPA, QKA, CFP®, CLU®, ChFC®, CPFA

President

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Caitlin Borton

RICP®

Chief Operating Officer

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Chase Imberger

CFP®, ChFC®, CRPC™

Financial Advisor

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Ethan Thies

ChFC®

Investment Analyst

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Sara Holbrook

FPQP®

Paraplanner

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Nibin McClish

Plan Participant Financial Planner and Enrollment Specialist

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Stephanie Lehmkuhl

IACCP®

Compliance Associate

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Holly Honeck

Administrative Assistant

Client Service Representative

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Leann DeKryger

Marketing Associate

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Brianna Quillin

QKA

Retirement Plan Manager

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Emma Knutson

Marketing Associate