Our Team

Brian Fricke
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Brian L. Fricke, CFP®
Fee Only® Financial Planner, Author, Speaker
and Incredible Retirement® Expert
[email protected]

Brian's Profile
Lori Flanders
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Lori Flanders
Operations Manager
[email protected]

Lori's Profile
Jeffrey Bilinski
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Jeffrey Bilinski, CFP®
Associate Planner
[email protected]

Jeff's Profile
Susan Forrer
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Susan Forrer
Director of First Impressions
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Matthew Parks
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Matthew Parks
Associate Portfolio Manager
[email protected]

Matthew's Profile