Get to know my dedicated team

Myself and my team work hard together to bring the best financial planning and client service possible to each and every person that we work with. 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 Financial Advisor Zachary Motl

Zachary Motl

CFP®, ChFC®

Financial Advisor

Photo of Associate Financial Representative Anthony John Tews

Anthony John Tews

Associate Financial Representative

Photo of Director of Operations Jamie Johnke

Jamie Johnke

Director of Operations

Photo of Director of Financial Planning Brian Kelly Burg

Brian Kelly Burg

CLU®, RICP®

Director of Financial Planning