Our Team

Meet Our Incredible Team!

Matthew Haeffner RFC

President

Jason Grosse

Senior Advisor

Steve Long RFC

Senior Advisor

Chrysa Snow

Wealth Plan Administrator/Marketing Director

Joann Kirchhofer CPA

Peggy Kampschroeder

Director of First Impressions

Growing with Purpose

Building a Team Aligned with Client Success

Our commitment to growth extends beyond just numbers – it involves expanding our team to better serve our clients! We are dedicated to strategically adding new members as needed, always ensuring that they align with our values and share our mission of helping clients meet their long-term goals.

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