Executive Team and Advisors


Gene Wittstock

Founder & CEO

Bill Revoir

CIO & CO-OWNER

Jeff Perry

CHIEF MARKETING & CO-OWNER

Rick Williams

Senior Finance planner

Calen Riggs

Retirement planner

Mike Kania

Retirement Planner

Client Support and Team 


Business Operations Manager and Contract Support

Joan Rybicki

Assistant Adisor and Office Operations Support

Zu Mackin

Felicia Harper - Walker

Process Specialist - Office Operations Support

Jeremy Booze

Marketing Director - Web Master

Dylan Onder

Video Specialist - Social Media Manager