Broker Check

Our Associates


Jena Schuster, MBA

Chief Investment Officer



Responsiblites Chief Investment Officer – Jena heads up our office's investment advisory committee. The committee meets regularly to discuss economic and market trends as well as identify investment opportunities for the...

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Craig Cooper

CEO, Rincon Pacific Management

Retired August 1, 2018

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Leonard Moulin, III, CFA



Responsibilities Group Plan Manager – Lenny works with our growing network of Business Clients to develop, administer and manage a wide range of group retirement plans including, 401(k) retirement plans, 403(b) retirement plans,...

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Rebecca Briggs

Director of Client Relations



Rebecca has fourteen years of industry experience, having worked twelve years as the Operations Manager for Bartnick Financial Group, Inc. Her duties include supporting Jena and ensuring all office operations run smoothly and...

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Kim Looft

Office Manager


After being a stay at home mom for twelve years, Kim joined the company as a part-time employee in March 2017. Her main responsibility is supporting Jena and Rebecca in the day to day operations. Kim has a B.A. in Mass Communications...

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Cindi Lettner

Client Services Manager

In loving memory June 27, 1955 - May 16, 2019
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