Executive Team and Advisors

Gene Wittstock
Founder & CEO

Bill Revoir
CIO & CO-OWNER

Jeff Perry
CHIEF MARKETING & CO-OWNER

Rick Williams
Senior Finance planner

Calen Riggs
Retirement planner

Mike Kania
Retirement Planner
Client Support and Team

Business Operations Manager and Contract Support
Joan Rybicki

Assistant Adisor and Office Operations Support
Zu Mackin

Felicia Harper - Walker
Process Specialist - Office Operations Support

Jeremy Booze
Marketing Director - Web Master

Dylan Onder
Video Specialist - Social Media Manager
