• Name:      E. Loyd Pohl       Chief Executive Officer
  • Name: Frank Stratman EVP and Director, Executive Recruiting Division
  • Name:       Jeffrey Bell      Director of RIA and Advisory Consulting
  • Name:       Kevin Maas      President of Wealth Management
  • Name:       Eric E. Timm      Director TRUSTCOMPARE®
  • Name:       Chris Ziegler      Associate Director, TRUSTCOMPARE®
  • Name:       Brittany Hyde       Office Manager
  • Name:     Michael Dixon       Director of Organizational Development
  • Name:       Michael Daly       Director of Risk Management and Operations
  • Name:     Jamie Schupp      Director of Risk Management and Compliance

Executive Management Team

Uniquely qualified
to work with you

Our Executive Management staff has been helping
clients build profit-oriented, client-responsive sales
organizations for almost thirty years.

Uniquely qualified to help you (start or continue) on the road to success in this competitive environment. Our objective is to develope long-term relationships and provide quality ongoing service to our clients. Together, we build the type of customer-oriented, excellence-driven teams that will be the ultimate winners. We know financial services; we know sales and sales management