The Investment Advisory Committee (I.A.C.)

"Minimizing Risk, Optimizing Portfolios, and Monitoring Economic Conditions and Trends."

Bill Olinger, CLU, ChFC®, MSFS

46 years of Investment Management Experience. Contributes equity and value manager analysis.

Will Olinger, CIMA®

18 years of Investment Management Experience. Certified Investment Management Analyst designation received through IMCA and Wharton. Analyzes Macroeconomic Trends.

W.J. Rossi, CFP®, ChFC®

13 years of Investment Management Experience, Researches and analyzes Bonds and Fixed Income options.

Brian Watson, CFP®

12 years of Investment Management Experience. Evaluates Benchmark Analysis against selected portfolios.

Bob Eberhard, FLMI, SPHR

35 years experience monitoring systems in the financial industry. Creates internal systems for tracking portfolio returns.

Ben Doty, CFA®

6 years of Investment Management Experience. Tracks and monitors microeconomic and industry performance, performs in-depth risk analysis for fixed income and equity positions.