A Team Built with Your Future in Mind

We built our team intentionally so that we can be here to serve you and your family now and for generations to come. We strive to be the best partners we can for our clients by combining deep industry expertise with our commitment to serving you with honesty, excellence, knowledge, trusted guidance and care.

Andrea Headshot

Andrea V. Burckhard

Grant HeadshotGrant Headshot

Grant F. Burckhard

Matt Headshot

Matt Harper

Lisa Headshot

Lisa Smith

Terry Headshot

Terry L. Burckhard