Our Team
Planning With Purpose
Reaching your goals starts with a thoughtful financial plan tailored to your needs. That plan may include an investment strategy aligned with your comfort level, retirement planning designed to support your lifestyle, education savings for future costs, and estate planning that reflects your values.
Managing your finances is easier with a trusted professional by your side. Our goal is to partner with you to make confident decisions for you, your family, and your future.
Bradley Hill, AAMS
Wealth Advisor
Brad Hill, AAMS has been helping people feel confident about their financial future for almost 30 years. As our team’s lead advisor, he brings deep experience and a calm, supportive approach to every conversation. Brad genuinely loves...
Milissa Hengel, CRC®
Wealth Advisor
Milissa Hengel, CRC has a philosophy that “Our members don’t live their lives to make money, they make money to live life.” With over 30 years of industry experience, she has helped members achieve their financial goals and truly...
Crystal Keen-Kochenower
Relationship Specialist
Crystal Keen, Relationship Specialist, keeps our office running smoothly behind the scenes. Friendly and knowledgeable, she manages back-office requests, compliance, customer service, marketing, training, scheduling, and general...