My Team
Every smart business has a plan in place for emergencies and opportunities—and ours is no different. We help our clients prepare for their own succession plan, whether that be for an expected retirement or an unexpected catastrophe, and we practice what we preach.
We believe in the power of a Team. Our combined breadth of experience and depth of knowledge gives our clients reassurance that they are in the right place.
Together, we stand committed to providing the best client experience.
My Colleague:
Jared A. Dosch, CLU, ChSNC, CFP®
A Wealth Management Advisor since 2004, Jared specializes in comprehensive financial planning. Having “grown up” in the business, he is the next generation of this father-son practice. More information about Jared can be found at www.jareddosch.com
My Team:
Amy L Dosch
The CFO of the family business since 2000, Amy handles all the financial arena as it relates to the practice.
- Notary Public
Matthew R Schreiber, CLU®, RHU®
A member of the team since 2002, Matt joined Northwestern Mutual as a college intern. Matt helps with:
- Complex Group Health Plans
- Group Life & Disability Plans
- Investment & Retirement Planning Services
Tina M Spires
A member of the team since 2018, Tina brings extensive client service experience. Tina helps with:
- Investment proposals, investment service, & implementation
- Financial planning software
- Insurance Service
Abby R Hittle
A member of the team since 2006, Abby is our “Director of First Impressions”. Abby helps with:
- Greeting clients at the door and on the phone & making clients feel welcome
- Assisting the office manager
April D Molesky
A member of the team since 2020, April brings dental and medical office experience to the table. April helps with:
- Individual Health Insurance
- Medicare Products
- Health Reimbursement Arrangements (HRA)
Kyle D Graham, REBC®
A member of the team since 2015, Kyle brings previous banking experience along with him. Kyle helps with:
- Group Health Insurance
- Medicare Products
- Individual Health Insurance
- Notary Public
Michael West, CLU®
A member of the team since 1995, Mike had a previous career in oil & gas engineering. Mike helps with:
- Meeting with clients to discuss their benefit plans
- Assisting Clients with their financial service needs