Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Wealth Management Advisor and CEO Matthew Banderman

Matthew Banderman

CLF®

Wealth Management Advisor and CEO

Photo of Director of Recruitment Claudia Zimny

Claudia Zimny

Director of Recruitment

Photo of Strategic Recruiting Specialist Elsen Witte

Elsen Witte

Strategic Recruiting Specialist

Photo of Chief Financial Officer Shelly Mueller

Shelly Mueller

Chief Financial Officer

Photo of Chief Marketing Officer Sam Strautmann

Sam Strautmann

Chief Marketing Officer

Photo of Investment Operations Manager Logan R Pryor

Logan R Pryor

CFP®, ChFC®

Investment Operations Manager