Team
Jason Smith, CFF, CEP
Certified Financial Fiduciary | Certified Estate Planner ™
Jeff Warnkin, CFP, CPA, NSSA
Lead Advisor | Certified Financial Planner™ | Certified Public Accountant | National Social Security Advisor
Bryan Bibbo, AIF, NSSA
Lead Advisor | Accredited Investment Fiduciary | National Social Security Advisor
Kelli Knudsen, EA
Accountant | Enrolled Agent | QuickBooks Desktop Certified User
Joseph Voellm, CFF, ChFC, CLU
Advisor | Certified Financial Fiduciary | Chartered Financial Consultant & Life Underwriter
