Team Members

Roger Kiger, CFP®
Chief Manager and Investment Advisor Representative
Makes decisions. Likes his coffee black. Uncanny ability to stay calm.
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Mike Simpson, CFP®
Investment Advisor Representative
Technology guy, kinda. Cigar connoisseur. Been known to carry a gun.
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Taylor Haney, CDFA™
Investment Advisor Representative
Idea guy. Has too many hobbies. Empathizes with other grapplers.
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Chris Ahler
Investment Advisor Representative
Cultured. Enjoys the finer things. Has a notable bucket list.
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Joe Ellis
Investment Advisor Representative
Does things his own way. Old school. Can teach you how to fish.
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Jerome Bragg
Financial Planning Coach, Investment Advisor Representative
Has done it all. A coach in every sense of the word. Da Bears!
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Terri Carlin, CTFA
Client Services and Operation Manager
Office matriarch. Loves the beach. Babysits Mike when not babysitting her grandchildren.
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Monica Head
Compliance Manager
Does things the right way. Hates pictures. Knows a thing or two.
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