Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Stephen Crone, CFP®, ChFC®

Partner | Certified Financial Plannerâ„¢

Stephen R. Crone began his financial planning practice in 1990, compelled to make a significant positive impact on the lives of his clients. Stephen coupled his engineering training at the University of Cincinnati, with five years of...

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R. Joseph Wilson

Partner | Investment Advisor

R. Joseph Wilson, a financial professional for over 40 years, began his career in accounting after attending Texas Tech University. At 21, he managed the financial functions for The Lubbock Hilton Hotel, as the youngest hotel...

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