Our Office

Client Centered





We are located at 2010 South Queen Street. Our yard sign is visible from the road and our parking is along side our building.

We are a handicap accessible facility. 

Welcome!

Welcome!

When you come in you will be welcomed by Jolene Henise, Administrative Assistant. Jolene is also the person who will call you prior to your meeting to confirm the date, time, location and let you know if you need to bring anything along to your meeting.  


Crystal Kay, Practice Manager, and Danielle Williams, Advisor Assistant, are generally the first to answer the phone, although you may catch Jim Romig when all the lines are busy.  Crystal and Danielle are also responsible for scheduling review meetings.  Crystal knows everything operational, and Danielle is the person who preps all our paperwork. They are both vital to our team running smoothly on a daily basis.



Jolene Henise

Jolene Henise

Crystal Kay

Crystal Kay

Danielle Williams

Danielle Williams

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Mark Hoover, Emily Weaver, Beth Adams and Jim Romig are the advisors on our team. You will work with at least one of us, but we hope to introduce you to our other team members along the journey.  We work collectively as a team daily, and you will receive the same experience no matter who your primary advisor is!

Mark Hoover

Mark Hoover

Emily Weaver

Emily Weaver

Elizabeth Adams

Elizabeth Adams

James Romig

James Romig

We want to welcome you to the family and let you know how honored we are to be part of your financial team!