A Team That Cares

Experience the
Power of our Services

Our team of experienced and reliable investment advisors has a thorough understanding of market dynamics and investment management, and a successful track record of helping clients build and manage wealth. Our staff comprises a rich diversity of backgrounds, education, and experience - which provides a range of perspectives for our clients to draw on. No one strategy works for everyone, which is why each client gets our full attention, from planning, to strategy, to execution.

We’re passionate about helping people prepare for the future

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw friends and family members struggling to find the help they needed to map out their financial future. We're confident that our understanding of personal finance, coupled with our training and deep expertise as financial professionals, can help people better prepare for the future. After many years in the business, we have developed a reputation for communicating with and educating clients in an easy-to-understand manner, so they can feel confident in their financial strategy.

Meet the Team

Our team consists of an experienced group of talented and dedicated financial professionals and specialists with a passion for helping clients achieve financial security and independence.

Stephen Engro

Stephen Engro

President, Advisor, CCO

Mark Diamond

Mark Diamond

Advisor, SVP

Brandon K. Sherbert

Brandon K. Sherbert

Advisor, COO

Oliver Matison

Oliver Matison

Financial Planner Associate

August 'Gus' Payne

August 'Gus' Payne

Senior Relationship Manager

Melissa Wheeler

Melissa Wheeler

Senior Operations Specialist

Susan Gray

Susan Gray

Director of Client Services

Emily Chapa

Emily Chapa

Client Services

Crystal Hradecky

Crystal Hradecky

Client Services

Steven Williams

Steven Williams

Operations & Technology Specialist

Bob Moses

Bob Moses

Chartered Financial Consultant

Franci Moses

Franci Moses

Employee Benefits Specialist

Alice Yoder

Alice Yoder

Director of Client Services

Get in Touch

Set Up an Appointment

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS or Beacon Financial Group. Beacon Financial Group is affiliated with Kestra IS and Kestra AS.

Beacon Financial Group Disclosures

Kestra Financial Investor Disclosures