Our Associates

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. With over 39 years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and believe this provides increased benefits to our clients.

Meet Our Team

C. Brian McKee, RFC®, CKA®

C. Brian McKee, RFC®, CKA®

Wealth Management Advisor, Registered Financial Consultant, Certified Kingdom Advisor, Dave Ramsey SmartVestor Pro

Cindi Wolf

Cindi Wolf

Director of Operations

812-477-8522

812-477-8521

David A. Diekmann, MBA

David A. Diekmann, MBA

Wealth Management Advisor, Director of Investments

Joshua D. McGlothlin

Joshua D. McGlothlin

Wealth Management Advisor

Deborah Hamrick

Deborah Hamrick

Executive Office Assistant, Para-Planner

812-477-8522

812-477-8521