About Us
About Us
Our journey began in 1979 with a clear vision and an unwavering commitment to treating clients like family. Guided by these same core principles and family values, our firm is a pillar of trust that has grown into a leader in wealth management, blending tradition with forward-thinking strategies. Under the leadership of Hays, Grant, and Ross, we continue to build on this legacy, bringing energy and innovative ideas into our mission.
Our foundation is built on unwavering integrity and a relentless commitment to putting clients first. We offer transparent, fee-only advice, free from outside influence, ensuring our guidance is purely in your best interest. As a family business, we are dedicated to continuous growth, refining our strategies, and elevating the financial lives of those we serve. Our mission extends beyond managing wealth; it’s about stewarding financial legacies with trust and expertise.
For over 45 years, we've been a trusted steward of our clients' financial well-being, growing to manage $2+ billion in assets under management (AUM) as of April 2025. What sets us apart is our deeply personal, high-touch approach, coupled with the strength of a multigenerational team. This ensures longevity, continuity, and enduring relationships with our clients and their families.
We believe our independence to be a rarity among firms of our size. We are committed to preserving this independence as we continue to build for the next generation. Our story is one of dedication, growth, and a steadfast promise to remain a trusted partner in your financial journey.
Hays Glover, CMFC®, CFS
Partner & Chief Executive Officer
Grant Stucki, CFP®
Partner & Chief Operating Officer
Ross Willmann, CFA
Partner & Chief Investment Officer
Samana Askari
Operations Manager
Anne Bessler, FPQP
Relationship Manager
Thomas Farrell
Relationship Manager
Trey Fraim
Financial Advisor
Kim Hopcus
Relationship Manager
Richard McMahon
Director of Operations & Compliance
Stephanie Ondrasek
Trading Specialist
Christina Stauffer
Operations Specialist