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.
Samuel T. Theobald
District Director
- Years of Service - Dedicated Advisor since 2000
- Family - Married to Mary with 4 children
- Likes - Golf, Traveling, Sports, Spending time with Family
Kylee S Tirrel
Associate Financial Representative
- Years of Service - Dedicated Associate since 2011
- Family - Married to Josh
- Likes - Cooking, Golf, Traveling, Fishing, Spending time with Friends and Family
Financial Planning Team
Network of Specialists
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.
Lindsey J Swenson
CFP®, CLU®, ChFC®, RICP®
Wealth Management Advisor
Lindsey Swenson is a Wealth Management Advisor. Lindsey is passionate to help people achieve big goals by creating tax efficient strategies and solutions through a planning process. Being highly educated to be an expert in her field, which is proven with her designations, CFP®, CLU®, ChFC®, RICP®, is very important to her. Ultimately, her goal is to help people be intentional with their dollars.
