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Meet The Team

Get to know our dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please do not hesitate to contact us.

D. Patrick Scheina CLU®

Partner and Wealth Management Advisor

Chet Douglas Bandy CFP®, CLU®, ChFC®, CASL®

Partner and Wealth Management Advisor

ANDREW K. CASHMAN J.D., LL.M.

Partner and Wealth Management Advisor

Eli Cook

Partner and Financial Advisor

Katie Smith

Director of Insurance Services and Operations

Stacie M Croff

Director of Investment Operations and Services

Elly Garde

Executive Assistant

Clayton Price Luker

Director of Planning and Investment Operations

Michelle Brown Cashman J.D.

Financial Planning Assistant

Tucker Allen Kunzeman

Associate Financial Representative

Audra Johnson CLF®

Director of Operations

Maralee J Willis

Chief Financial Officer

Joint Work Partners

Donovan Prost

Financial Advisor