Our Team

Our team brings decades of financial expertise and a deep commitment to thoughtful, advisor-led planning. Built on trust, clarity, and long-term relationships, we help clients navigate complex financial decisions with confidence and discipline.

Duane M. Roth, CLU®, ChFC®, LUTCF®, RFC®

Founder & President, Wealth Management Advisor

Deanna H. Roth, CAP®, CExP™

Vice President, Business Planning

Koby Chadick, MBA

Director of Operations, Wealth Management Advisor

Rob Reidelberger

Wealth Management Advisor

Sam Chadick, ChFC®, CLU®

Wealth Management Advisor

Julie Rickert

Client Service Manager

Nicole Stetzler

Client Service Associate

Colin Vahlkamp

Client Service Associate

Lois Brandmeyer

Executive Assistant

Lisa Pemberton

Administrative Assistant

Brent Roth

Operations Associate

Considering what comes next?

Discuss your priorities with our team and explore next steps with advisor-led guidance.

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