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

Diana Miller

CFP®, CPA, MBA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Diana Miller Visit Diana Miller's website

Jeff Hoover

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jeff Hoover Visit Jeff Hoover's website


Our team

Beth Anne Kriegbaum

Beth Anne Kriegbaum

Financial Planning Assistant

Personal Intro

Beth Anne has three children with her husband Jake, who is an Abilene native.

Qualifications

  • Graduated from Kansas State University and has previous experience in the financial industry.

Roles & Responsibilities

  • Supporting advisors with foundational and comprehensive advice data collection and data entry.
  • Assist with the analysis for comprehensive advice relationships.
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Megan Moloney

Megan Moloney

Client Service Specialist

Personal Intro

Megan was born and raised in rural Geary Couty Kansas, has a farm in Dickinson County, and was a Deputy Appraiser. Megan is a loving wife, proud mom to 4 incredible boys, and 1 of 10 children. She loves to coach her boys' teams and volunteer wherever needed. Megan enjoys gardening, hunting, fishing, and all the animals on the farm. She is a passionate Dallas Cowboys fan & her favorite college team is the Kansas Jayhawks.

Qualifications

  • Graduated from Kansas State University.

Roles & Responsibilities

  • Helps to process business including transactions and applications.
  • Assists clients with questions regarding their accounts and activity as well as assisting with the completion of necessary documents.
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Debra Kriegbaum

Debra Kriegbaum

Business Development Specialist

Qualifications

  • Series 7
  • Series 66
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Kristen Wallace

Kristen Wallace

Marketing Specialist

Personal Intro

Kristen, a Marketing major at K-State, joined our team in August 2023 as an Administrative Assistant. She helps to assure scheduling runs as smoothly as possible and also assists with marketing activities for our office.

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Gage Picking

Gage Picking

Intern

Personal Intro

Gage, a Finance major at K-State, joined our team in July 2024 as an Intern. He runs meeting preparations and focuses on enhancing your client experience.

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