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Meet Your Team

Our team is here to help you spend your life living, not worrying about your finances. Our skills and abilities shine through with our professional designations, our 40 years of combined industry experience, and our relationships we have developed with our clients. We are committed to our clients and promise that you will be heard, surrounded by a knowledgeable team, and you will be part of a family.

James J. Kratochvil

Partner and Wealth Management Advisor

Joshua Elliott Byrd CFP®, CLU®, ChFC®, RICP®

Partner and Wealth Management Advisor

Derek S Peterson CFP®, CRPS®

Partner and Wealth Management Advisor

Kim Luhman ChFC®, CLU®

Associate Wealth Management Advisor

Dian Ladd

Director of Operations and Client Service

Mary Marsalla

Director of Client Relations and Marketing

Iryna Paikoush

Associate Financial Representative