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Our Team

• Rick Small

  Financial Advisor

Financial Professional

• Bret Klabunde

  VP, New Agent Director & Financial Advisor

• Stephen Andersen

  Financial Advisor

• John Brazell

  Financial Advisor

• Chris Coffman

  Financial Advisor

• Verna Curry

  Financial Advisor

• Seth Edgil

  Financial Advisor

• Pam Goswick

  Financial Advisor

• Bryan Holen

  Financial Professional

• James Janssen

  Financial Advisor

• Bob Morrow

  Financial Advisor

• Jim Schmeichel

  Founding Partner, Investment Advisors, Inc,

• Ben Siebler

  President, Investment Advisors, Inc.

• Will Wittler

  Financial Advisor

Financial Professsional

• Josh Mikus

  Financial Professional

Leadership

• James Christensen, Jr.

  CEO and President, inSOURCE, Inc

• Robin Martin, cABCF (Hon), FLMI, ACS, AIAA

  Chief Operating Officer, inSOURCE Inc.

• David Guttery, RFC, RFS, CAM

  President. Southeast Regional Director & President, Keystone Financial Group

• Nigel O'Mahony

  Chief Marketing Officer, inSource, Inc

• Wanda Caffrey

  VP & Retirement Plans Director & Financial Advisor

• Alexis Pappas, J.D.

  General Counsel, inSOURCE Inc.

• Jim Pflug

  Chief Financial Officer, inSOURCE, Inc, Financial Professional

• Randy Trost

  Sales Director

Support

• Cindy Fristo

  Client Services Manager

• Laurie Brown

  Retirement Plans Specialist

• Julie Fugh

  Registered Assistant

• Laurie Hatfield

  Client Services Manager

• Patricia Hughes

  Director of Finance & Contracting

• Lori Kastrup

  Registered Assistant

• Kimberly LeGary

  Wealth Planning Manager

• Susan Marshall

  Client Services Manager

• Sara McCullough

  Service Advisor

• Melissa Phelan

  Administrative Assistant

• Janet Stull

  Administrative Assistant

• Meredith White

  Office Manager, Keystone Financial Group