Our Team

Your Financial and Investment Expert

Michael E. Harter

CPA/PFS, CFP®

Chief Investment Adviser

More About Mike

Customer Care & Office Administration

Lisa L. Castle

Operations Manager

More About Lisa

Bethany Disel

Administrative Assistant

More About Bethany

Sherry Wentworth

Administrative Assistant

More About Sherry

Robert F Murray Shareholders & Advisors

Paul B. Murray

CPA, ABV, CFF
Shareholder

Profile

Keith O. Frame

CPA
Shareholder

Profile

Scot A. Smith

CPA
Shareholder

Profile