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Strategic Partners

Investment Management Services: 

Gradient Investments:

Mike Binger, CFA – President Gradient Investments

Wayne Schmidt, CFA- Chief Investment Officer

Jeremy Bryan, CFA – Senior Portfolio Manager

Mariann Montagne, CFA – Portfolio Manager  

Evergreen Wealth Management:

Stephen Hanley, CPM, CKA

Chief Investment Strategist

Chartered Portfolio Manager™

Certified Kingdom Advisor™

Summit Investment Mgmt –

Catholic Investment Strategies

Thomas Carroll, CFA


Tax Strategies/Review/Return:

Stovall & Associates

CPA Tax Strategist

Second Opinion Tax review

Tax Man LLC

George Johns

Second Opinion Tax review

Estate Planning/Elder Law

Power of Attorney/Trust/Estate planning/ Medicaid Planning

SMDA Law, – Jeff Michalowski, Attorney

Law office of Michael E Thomas – Carol or Jim Thomas Attorneys

Mike Thomas, Attorney