Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Bradley Epps

MBA, CRPC, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Bradley Epps Visit Bradley Epps's website

Bryan Everhart

CRPC, APMA, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Bryan Everhart Visit Bryan Everhart's website

Bradley Gibbs

Associate Financial Advisor

Learn more about Bradley Gibbs Visit Bradley Gibbs's website

David Blackwell

AAMS, CKA®

Associate Financial Advisor

Learn more about David Blackwell Visit David Blackwell's website

Caleb Bogia Curles

Associate Financial Advisor

Learn more about Caleb Bogia Curles Visit Caleb Bogia Curles's website

Kendra Dietrich

CRPC

Associate Financial Advisor

Learn more about Kendra Dietrich Visit Kendra Dietrich's website


Our team

Missy Eckroth

Missy Eckroth

Operations Director

Qualifications

  • 15 years of experience in the financial services industry.
  • Lives in Elizabethtown with her husband and three children.

Roles & Responsibilities

  • Missy is in charge of daily operations, procedures, and client service.
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Beth White

Beth White

Administrative Assistant

Michelle McGovern

Michelle McGovern

Paraplanner,

Client Service Specialist
Joanne Smith

Joanne Smith

Client Service Coordinator

Cael Brandt

Cael Brandt

Client Service Specialist

Personal Intro

I graduated from Geneva in 2024 where I earned a Bachelor of Science in Finance.

In my free time I enjoy playing baseball and when I am not on the field myself, coaching and watching the sport. I am an avid sports fan. My favorite teams include the Pittsburgh Pirates and Steelers.

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Emily Epps

Emily Epps

Marketing Specialist