Meet Our Team
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David W. Young III, CEP®, RFC®, AIF®
Founder and President
Wealth Advisor -
Christian Polito, CFP®
Financial Advisor / Wealth Manager
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Kelly Conner Haslbeck, CLU®
Director of Insurance and Annuities
Financial Advisor -
Nick Hart
Financial Advisor / Wealth Manager
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Conor Maguire, J.D.
Financial Advisor / Wealth Manager
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Beth Ostlund
Practice Administrator
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Brittney Joyner
Client Services Assistant
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Kelly Ostlund
Administrative Assistant
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Meg Young
Business Manager
Community Involvement
