Team

Cori started working for the company in September 2022 as a Client Services Specialist. She interacts with clients scheduling appointments, helping answer their questions, and working closely with any changes or updates they make with...

Dan founded the firm in 2011 and has been in the financial services industry since 1998.

Tara resides in Sidney with her husband, Dan. She has three grown children. Her son Cody is married to Sami and they have a son named Jack. Her daughters are Cori and Cayla. She enjoys spending time with family, listening to podcasts,...