Our Team

We’ve intentionally cultivated a multigenerational team so we can serve your family’s needs for generations. When you partner with us, we become an extension of your family, prepared to support you through every season of life. Our highly educated team members have ample experience helping people make the most of their success, and we work together to provide cohesive, comprehensive care for your financial world.

Photo of Gary Myers, LUTCF<sup>®</sup>

Gary Myers, LUTCF®

Principal

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Photo of Audrea Brunke

Audrea Brunke

Manager of Operations

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Photo of Daniel Myers

Daniel Myers

Financial Services Professional

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