Our Team

 
  • Jerry Egermier, CFP®

    Jerry Egermier, CFP®

    Chairman Emeritus and Founder

  • Michael Egermier, CFP®

    Michael Egermier, CFP®

  • Mark Egermier, CFP®

    Mark Egermier, CFP®

  • Jacob Rehder, CFP®

    Jacob Rehder, CFP®

  • Debbie Egermier

    Debbie Egermier

    Operations Manager

  • Amy Vance