Our Associates



Bloomington

William R.  Verhagen 
 CFP®, CPA, CFS, CLU®, ChFC®, CASL™

Financial Advisor
Financial Representative
Bloomington Office
Bloomington, IN 47401

Christopher N. Harmon, CLU ®, ChFC®
Financial Advisor
Financial Representative
Bloomington Office
Bloomington, IN 47401

Ian G. Essling, CFP®
Financial Advisor
Financial Representative
Bloomington Office
Bloomington, IN 47401

Kristie Demmary
Executive Assistant
Bloomington Office
Bloomington, IN 47401

Jodie R. Fishel, CFP®
Registered Representative
Investment Adviser Representative
Bloomington Office
Bloomington, IN 47401

Eric  Shipp
Registered Representative
Bloomington Office
Bloomington, IN 47401

Michelle  Hamlin
Receptionist
Bloomington Office
Bloomington, IN 47401

Florida

William R.  Verhagen 
 CFP®, CPA, CFS, CLU®, ChFC®, CASL™

Financial Advisor
Financial Representative
Florida Office
Palm Coast, FL 32137

Mark Kraus, CLU®, ChFC®, CASL™
Financial Advisor
Registered Representative
Florida Office
Palm Coast, FL 32137

Teresa Mahon
Receptionist
Florida Office
Palm Coast, FL 32137