Advisors


Bruce E. Porter, WMS – Principal

[email protected]

Tim L. Porter, CFP® – Principal

[email protected]

James W. Flad, CPA

[email protected]

Rian J. Flad

[email protected]

Thomas E. Peekema, CFA, CFP®

[email protected]

Jeremiah D. Forrister

[email protected]




Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.