Leadership Edge For Wealth Management & Decision Making

Our Team

ROBERT E. APPEL, J.D.*, LL.M., MBA

Second Vice President of National Design/Advanced Planning

JOSEPH FLYNN, J.D.*

Design Attorney

BEN T. HUDDLE, CFP®, MBA, CRPC®

Director of Financial Advisory Services

DONNA L. ROWAN, J.D.*, LL.M., CLU®, CHFC®

National Design/Advanced Planning Attorney

ROBERT A. STUDIN, J.D.*, CPA*, CFP®, CLU®, CRPC®, ChFC®

Executive Director, Financial Advisory Services

Paul Stawinski, CLU, CFF

Founding Partner

Curtis Krietzberg, CFA, MBA

Director of Investment Management Services