Get to know our leadership team

Leadership at the Evansville office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Joshua Miller

Joshua Miller

Managing Director

Whether starting, growing, or selling a business I help entrepreneurs and self-employed families feel more confident about their finances.
Photo of Wealth Management Advisor Ryan Schmitt

Ryan Schmitt

WMCP®

Wealth Management Advisor

Photo of Financial Advisor William Wagner

William Wagner

Financial Advisor

Photo of Wealth Management Advisor Dan Grimm

Dan Grimm

CLU®, CFP®, WMCP®

Wealth Management Advisor

Get to know our advisors and representatives.