Steven has over 20 years of experience as a trusted advisor for his clients on how to best plan financially to achieve their goals. He utilizes a

Joe began his career as an investment advisor in 2014 and quickly began building meaningful relationships with his clients. Joe’s deepest d

Jeremy was raised on an apple farm in Southeastern Michigan. He is the proud father of two children - Jack 21, and Ruby 18, and along with his

Melissa Matson is an Investment Adviser Representative and a licensed insurance professional focused on educating pre-retirees and retirees to pr

Brannon Lloyd is the Director of Houston Metro Operations for the American Financial Education Alliance, one of the largest and fa

Kody has always been in the business of client relationships, whether during his time opening new restaurants, pursuing sales with Mercedes-Benz

Chris Hasenberg Financial Advisor | Educator | Founder of Hasenberg Financial Group Chris is a dedicated financial advisor and educator with ov

Jason’s has over 20 years of educational and advisory experience, is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Private W

As President of Leonard Advisory Group, LLC, Josh leads with a commitment to delivering tailored investment solutions that reflect the unique fin

James, a Chartered Retirement Planning Counselor, brings extensive expertise and experience to his role at Authentikos Advisory. With a strong co