Our Team

Jim Gasaway QPA, QKA, CFP®, CLU®, ChFC®, CPFA

President

269-324-0080

Caitlin Borton RICP

Chief Operating Officer

269-324-0080

Chase Imberger ChFC® CFP® CRPC™

Financial Advisor

269-324-0080

Ethan Thies ChFC®

Investment Analyst

269-324-0080

Sara Holbrook FPQP

Financial Paraplanner

269-324-0080

Stephanie Lehmkuhl IACCP®

Chief Compliance Officer

269-324-0080

Holly Honeck

Administrative Assistant
Customer Service Representative

269-324-0080

Leann DeKryger

Marketing Associate

269-324-0080

Brianna Grandstaff QKA, QKC

Director of Retirement Solutions

269-242-4015