Our Associates

 
  • SCOTT KAUP, CFP®

    SCOTT KAUP, CFP®

    CERTIFIED FINANCIAL PLANNER™ / Wealth Management Advisor

  • BEN KAUP, CPA

    BEN KAUP, CPA

    Certified Public Accountant / Tax & Financial Planning Specialist

  • ANNIE FISCHER

    ANNIE FISCHER

    Executive Assistant to Scott Kaup / Income Tax Preparer

  • LORI LEMMER

    LORI LEMMER

    Income Tax Preparer

  • DIANE OSBORNE

    DIANE OSBORNE

    Income Tax Preparer / Investment Associate

  • JENNA WELBORN

    JENNA WELBORN

    Income Tax Preparer

  • CHANEY BLACK, CPA

    CHANEY BLACK, CPA

    Certified Public Accountant / Income Tax Preparer

  • ABBY BARTA

    ABBY BARTA

    Insurance Agent

  • SUSAN MYERS

    SUSAN MYERS

    Receptionist

  • ASHLI KUNZ

    ASHLI KUNZ

    Investment & Tax Associate

  • TRACEY KAUP

    TRACEY KAUP

    Assistant

  • CLAIRE KAUP

    CLAIRE KAUP

    Assistant