Brian Crabtree Paraplanner Helen Beeuwkes Client Service Associate Chris Gonshak Staff Accountant Earl G. Winebrenner, III Managing Member Holly Winebrenner Owner Wes Crowdis Senior Wealth Manager Krista Thompson Chief Compliance Officer Rebekah Ellis Chief Financial Officer Angela Fletcher Administrative Assistant Phyllis Martin Records Assistant HomeWhy We’re DifferentAbout Us Our PromiseOur TeamPress & RecognitionsCompany DisclosuresCareers Back Financial PlanningPortfolio ManagementWealth ManagementReal Estate DevelopmentArticlesClient Login × Close Panel
Brian Crabtree Paraplanner Helen Beeuwkes Client Service Associate Chris Gonshak Staff Accountant Earl G. Winebrenner, III Managing Member Holly Winebrenner Owner Wes Crowdis Senior Wealth Manager Krista Thompson Chief Compliance Officer Rebekah Ellis Chief Financial Officer Angela Fletcher Administrative Assistant Phyllis Martin Records Assistant
Helen Beeuwkes Client Service Associate Chris Gonshak Staff Accountant Earl G. Winebrenner, III Managing Member Holly Winebrenner Owner Wes Crowdis Senior Wealth Manager Krista Thompson Chief Compliance Officer Rebekah Ellis Chief Financial Officer Angela Fletcher Administrative Assistant Phyllis Martin Records Assistant
Chris Gonshak Staff Accountant Earl G. Winebrenner, III Managing Member Holly Winebrenner Owner Wes Crowdis Senior Wealth Manager Krista Thompson Chief Compliance Officer Rebekah Ellis Chief Financial Officer Angela Fletcher Administrative Assistant Phyllis Martin Records Assistant
Earl G. Winebrenner, III Managing Member Holly Winebrenner Owner Wes Crowdis Senior Wealth Manager Krista Thompson Chief Compliance Officer Rebekah Ellis Chief Financial Officer Angela Fletcher Administrative Assistant Phyllis Martin Records Assistant
Holly Winebrenner Owner Wes Crowdis Senior Wealth Manager Krista Thompson Chief Compliance Officer Rebekah Ellis Chief Financial Officer Angela Fletcher Administrative Assistant Phyllis Martin Records Assistant
Wes Crowdis Senior Wealth Manager Krista Thompson Chief Compliance Officer Rebekah Ellis Chief Financial Officer Angela Fletcher Administrative Assistant Phyllis Martin Records Assistant
Krista Thompson Chief Compliance Officer Rebekah Ellis Chief Financial Officer Angela Fletcher Administrative Assistant Phyllis Martin Records Assistant
Rebekah Ellis Chief Financial Officer Angela Fletcher Administrative Assistant Phyllis Martin Records Assistant
