Our Values

Helping our clients remain confident knowing they have an investment team behind them that is dedicated to:

Fiduciary Responsibility

As a fiduciary we are held to the highest standards of conduct and will always act in our clients’ best interests. Our recommended strategies will take an objective and holistic approach, suitable for each person’s financial situation.

Engaged Partnership

As a financial partner, we will implement agreed-upon financial strategies, perform ongoing reviews, and rebalance investment accounts to help keep our clients’ plans on track. We will meet to evaluate each plan’s progress, discuss each person’s specific needs, and make any strategic adjustments.

Complete Transparency

We provide complete transparency of each client’s investment strategy. We provide regular account updates, and clients may view investment performance, allocations, holdings, trades, dividends, and more through our secured portal.

Professional Execution

Our planning, operations, and investment specialists work in concert with an investment committee and insurance specialists to provide additional professional management resources to our clients.

Our Team

Helping Create Successful Outcomes Through Market Cycles

Wealth Team

Herbert G. Wiebe E.A., CFP®

President

Herbert G. Wiebe E.A., CFP® is a financial services professional dedicated to helping individuals, families, and business owners build, protect, and grow their wealth with confidence.

With a client-first approach, Herbert focuses on understanding each client’s unique financial goals and tailoring strategies that align with their long-term vision. He specializes in retirement planning, wealth accumulation, risk management, and financial protection. Herbert believes financial success is built on trust, education, and consistent planning, and he strives to simplify complex financial concepts so clients can make informed decisions. Known for integrity and personalized service, Herbert builds lasting relationships by providing clear communication and dependable support at every stage of the financial journey.

Herb has been married to Jenae for over 25 years. Together they have three children Kaiya, Breckyn, and Treyson. He is also an instructor for Texas A&M Agrilife Extension Tax Workshops and serves on his church’s executive board.

Enrolled Agent December 2016

Certified Financial Planner December 2019

Investment Team

Thomas Rozman, CFA®, CAIA®

Chief Investment Officer

Paul Tinnirello

Director of Operations

Michael Mortellaro

Head of Planning

Scott Raider

Chief Compliance Officer

Rosie Riley

Head of Onboarding & Operations