Meet Our Team

Matt Cinco ChFC®

Founder

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Matthew Lehman AIF®

LPL Financial Advisor

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Lisa Dean CDFA®

LPL Financial Advisor

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Andrew Bopra CFP®

LPL Financial Advisor

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Jonathan Wendt CFP

LPL Financial Advisor

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Jeffrey Keessen AIF®

LPL Financial Advisor

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Al Tynes

LPL Financial Advisor

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Mark Stephens AWMA

LPL Financial Advisor

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Benjamin Doerner CFPA®

LPL Financial Advisor

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Seth Stephens MBA

LPL Financial Advisor

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Ethan Lehman

LPL Financial Advisor

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Jackie Engel CFP®

Lakeshore Ambassador

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Jenny Martin

Lakeshore Relationship Manager

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Kelli VanDellen

Senior Support Specialist

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Janice Schuiteman

Retirement Plan and Client Services Associate

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Beth Hunting

Director of Operations

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Karen Hayward

Administrative Assistant

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