Bradley S. Morris
Wealth Advisor
815-651-8570
Bradley obtained his bachelor’s degree in Finance from Northern Illinois University. He believes diversification and proper asset allocation are the keys to pursuing long term financial goals, while educating his clients and...
Diane Teegarden
Service Manager, WealthSprings LLC
816.630.1174
A life-long resident of Excelsior Springs Diane lives in the family home that her parents built. She concentrated on business courses at ESHS and the area Vocational School. Diane obtained her Bachelor’s Degree from CMSU with a...
Doug Davis
Partner & Wealth Advisor, Limestone Wealth Management
502.526.4472
The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Gregg A. Fogel, CMFC®
CEO & Wealth Advisor, SGF Associates Wealth Management
513.914.0162
Gregg has been a financial advisor since 1997. Prior to that he served in the US Army as a member of the Special Forces Unit and was stationed in Uijeonbu, South Korea. Gregg achieved his Chartered Mutual Fund Counselor designation,...
Mike Petrosky
Partner & Wealth Advisor, Limestone Wealth Management
502.785.2929
The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Scott Muss
Partner & Wealth Advisor, Limestone Wealth Management
502.409.6637
The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Shelly Fogel, CMFC®, CDFATM
Partner & Wealth Advisor, SGF Associates Wealth Management
513.914.0162
Shelly is a 1995 graduate of the University of Cincinnati with a degree in Economics and Spanish. Before graduating, she resided in Alcala de Henares, Spain to learn the language and complete her study abroad program. In 1996 she began...