Meet our team of experienced advisors, analysts, and support staff – all motivated to help you succeed.

James L. Werst, CFP®
Partner

Janel Cross, AIF®
Managing Partner

Jesse Steffy
Associate Advisor

Tyler Stief
Associate Advisor

Tom Cross
Participant Services Specialist

Erik Laymon, MBA
Portfolio Analyst & Planning Services Manager

Emily Horn
Research Analyst

Katherine Readyoff
Administrative Support

Dave Graves
Operations Manager

Nicolas Lopez
Client Services Specialist

Annamarie Lapp
Advisor Assistant

Jarrett Gretz
Intern