Skip to main content

Our Team

Every smart business has a plan in place for emergencies and opportunities—and ours is no different. We help our clients prepare for their own succession plan, whether that be for an expected retirement or an unexpected catastrophe, and we practice what we preach.

We believe in the power of a Team. Our combined breadth of experience and depth of knowledge gives our clients reassurance that they are in the right place.

Together, we stand committed to providing the best client experience.

Frank J Dosch CLU®, ChFC®

Wealth Management Advisor

Jared A. Dosch CLU®, ChSNC®, CFP®

Wealth Management Advisor

Greg Bell

Financial Advisor

Amy L Dosch

Chief Financial Officer

Tina M Spires WMCP®

Investment and Planning Assistant

Ginger L Howell

Associate Financial Representative

Matthew R Schreiber CLU®, RHU®

Associate Wealth Management Advisor

Michael West CLU®

Associate Financial Representative

Abby R Hittle

Administrative Assistant

Deanna L Lear

Associate Financial Representative

Olivia M Brothers MBA

Client Service Specialist