Who We Are

Our people come from diverse backgrounds. However, they all share a dedication to serving you. We want you to reach your financial goals, and we are here to make the journey enjoyable and fulfilling.

Mark V. Pettinga, JD, CFP®
CEO/CIO
Financial Advisor

Matthew E. Volkman, CPA, PFS, CFP®
Financial Advisor

Brian J. Goebel, CPA, PFS, CFP®
Financial Advisor

Tonya F. Borders, CPA
COO/CFO/CCO
Financial Advisor

Jenny T. Scales
Director of Client Relations

Amanda L. Bingemer
Director of Operations

Diane R. Fischer
Director of First Impressions