Meet Our Team

We work day in and out to help ensure that others are able to live abundantly and make the most of their opportunities. This passion drives all that we do. As a collaborative team of dedicated professionals, we’ve intentionally structured our firm to foster the realization of our vision.

Jarrod Musick, CFP®

Jarrod Musick, CFP®

CEO / President / Client Wealth Strategist

Tiffany Charles

Tiffany Charles

Chief Growth Officer

Steve Musick

Steve Musick

Founder / Retired

Tim Doyle, CFP®

Tim Doyle, CFP®

Chief Investment Officer

Jennifer Krueger, MBA, CFP®, CRPC®

Jennifer Krueger, MBA, CFP®, CRPC®

Client Wealth Strategist

Megan Pecherek, CFP®

Megan Pecherek, CFP®

Client Wealth Strategist

Alison Yoder, CFP®

Alison Yoder, CFP®

Client Wealth Coordinator

Tedi Hughes, CFP®

Tedi Hughes, CFP®

Senior Client Wealth Coordinator

Mabel Pirner

Mabel Pirner

Chief Financial Officer

Adam Burch, CFP®️

Adam Burch, CFP®️

Client Wealth Strategist

Erin O'Neill

Erin O'Neill

Chief Compliance Officer

Renee Khandelwal

Renee Khandelwal

Employee Experience & Tech Curator

Charissa Stober

Charissa Stober

Executive Assistant

Adam Warren, CFP®️

Adam Warren, CFP®️

Senior Client Wealth Coordinator