Meet the Team

  • Craig Lipniskis, CFP®

    Founder | Wealth Planner

  • Rachael Weide

    Client Service Associate | Founder & CEO of Precision Virtual Services

  • Joseph Egloff

    President & Owner at Orcutt & Company

  • Steven Loveless, MBA, CPA

    Chief Investment Officer

  • Ray Gettins

    Director of Business Development