Meet Our Team

**Mark T. Riefer**
President and Senior Investment Advisor

**Amanda Lenox**
Senior Branch Administrator

**Jo Ann Davidson**
Executive Administrative Assistant

Meet Our Team | The Money Test | Schedule a Conversation

Check the background of your financial professional on FINRA's BrokerCheck The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Disclosure Documents: Form ADV Part 1A FORM ADV PART 2A FORM ADV Part 2B WRAP BROCHURE PRIVACY POLICY SAMPLE Financial Consulting Agreement SAMPLE Investment Management Agreement