Ned Kissinger, CFP®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Garrett Kunkel, CFP®, MBA

Financial Advisor

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Stan Tyson

Associate Vice President, Senior Financial Associate


Christopher Pollitt

Associate Vice President, Associate, Business Senior

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Rebecca Yates

Senior Client Associate

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Karen Brenner

Senior Client Associate


Our team

Since 1982, we have been a pioneer in the industry and a mainstay of our local community. With more than 40 years of experience in the financial services industry, Bill Kissinger founded the team and has managed it with his son, Ned, since he joined in 2001. Our team understands the importance of providing for current and future generations. We love working with families and providing succession plans for you and your loved ones.