Meet Your Team

At our firm, it’s all about you.

It’s understandable why you may want to know who you will be working with, what credentials and licenses we have or the roles each of our team members play in working with you. Meet our team below. We are ready to serve you.

My Team

Kevin Dick, AIF^®, AAMS^®, CRPS^®, CPFA^®, CEPA®

CEO, Wealth Advisor

Carrie Dick, AIF®, CPFA®

President, Wealth Advisor

Micah Crabdree, CFP^®, CRPS^®, CPFA^®

Regional Vice President, Wealth Advisor

Shane Keith, MBA^®, CFP^®, CPFA^®, CEPA®

Vice President, Wealth Advisor

Diane Greer, CRPC^®, AIF®

Associate Advisor

Heidi Oakley, AIF®

Associate Advisor

Ryan Fanizza

Associate Advisor

Cynthia Boyes

Director of First Impressions

Nichole Chabot, FPQP®

Operations Associate

Carla Gladden

Client Service Associate

Levon Arabian

Client Services Associate

Erin Litchfield, FPQP®

Client Service Associate

Pamela Kaye

Client Experience Administrator

Bill Stewart,AIF®

Financial Advisor, Employee Benefit Specialist

Dylan Justice, CEPA®

Client Services Associate

Michelle Spicer

Community Education and Marketing Manager