Our Team

Craig Soule has over 35 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER™. He holds a FINRA Series 7 general securities registration & FINRA Series 24 principal registration and is currently registered...

Tim Weyer has been advising clients with their investments since 1999 and is a CERTIFIED FINANCIAL PLANNER™. He holds the FINRA Series 7 & 63 registrations and is currently registered in the states of OH, AR, FL, GA, IN, KY, MI,...

Marty Hippler has been helping clients of all ages work towards meeting their financial goals since 1998. He holds the FINRA Series 6, 7, & 63 registrations and is currently approved for securities in OH, FL, IL, IN, MI, MN, NC, SC, &...

Lori Smith has enjoyed serving clients in the financial services industry for over 18 years and holds a FINRA Series 6 registration. A graduate of Sandusky High School, Lori lives in Sandusky with her husband Mike. In addition to...