Faithfully Stewarding Your Success

 


 

 

Core Values

 

Stewardship

 

Faithfully caring for those we are entrusted with

 

Excellence

 

Committed to constant improvement

 

Accountability

 

Always doing what has to be done 

 

Loyalty  

 

We care because we are family  

 

Innovation  

 

Leading every day in every way 

 

 


 

 

 

 

           

 

 

 

 

Bob Heykoop, ChFC

President & CEO

 

 

 

 

 

 

 

 

 

 

Evan Barnes

Executive Vice President

 

 

 

 

 

 

 

 

 

Shane Wolfe

Partner

 

 

 

 

 

 

 

 

 

 

Pete Koury

Partner

 

 

 

 

 

 

 

 

 

Todd Lansing

Partner

 

 

 

 

 

 

 

 

 

Katy Kappius

Director of Client Services

 

 

 

 

 

 

 

 

 

Virginia Heykoop

Client Scheduling Support