Our Team

Our Team

Team Mengel & Murphy

Thomas F. Mengel

Thomas F. Mengel, MSFS, ChFC®, CLU, AIF®

Partner

thomas.mengel@ceterafs.com

Thomas Murphy

Thomas Murphy, AIF®

Partner

thomas.g.murphy@ceterafs.com

Nicholas Mengel

Nicholas Mengel, CFP®, AIF®

Financial Advisor

nicholas.mengel@ceterafs.com

Michelle Blucker

Michelle Blucker

Client Service Associate

michelle.blucker@ceterafs.com

Tricia Becker

Tricia Becker

Client Service Associate

tricia.becker@ceterafs.com

Becki Kester

Becki Kester

Client Service Associate

rebecca.kester@ceterafs.com

Kevin Grant

Kevin Grant, MBA

Strategy & Allocation Specialist

kevin.grant@ceterafs.com

Team Finke & Surdyke

Mark G. Finke

Mark G. Finke, CFP®, AIF®

Managing Partner

mark.finke@ceterafs.com

Cody Reading

Cody Reading, CFP®, AIF®

Financial Advisor

cody.reading@ceterafs.com

Jay Peters

Jay Peters, CFP®

Strategy & Allocation Specialist

jay.peters@ceterafs.com

Matt Haffer

Matt Haffer

Assistant Client Service Associate

matthew.Haffer@ceterafs.com

Gala Jackson

Gala Jackson

Client Service Associate

gala.jackson@ceterafs.com

Becki Kester

Becki Kester

Client Service Associate

rebecca.kester@ceterafs.com

Team Martens

John Martens

John Martens, CPA, AIF®

Financial Advisor

john.martens@ceterafs.com

Samantha Dalton

Samantha Dalton

Client Service Associate

samantha.dalton@ceterafs.com

All Advisors

Thomas F. Mengel

Thomas F. Mengel, MSFS, ChFC®, CLU, AIF®

Partner

thomas.mengel@ceterafs.com

Thomas Murphy

Thomas Murphy, AIF®

Partner

thomas.g.murphy@ceterafs.com

Mark G. Finke

Mark G. Finke, CFP®, AIF®

Managing Partner

mark.finke@ceterafs.com

John Martens

John Martens, CPA, AIF®

Financial Advisor

john.martens@ceterafs.com

Brian Laubacker

Brian Laubacker, AIF®, CWS®

Director, Protection Planning / Financial Advisor

brian.laubacker@ceterafs.com

Cody Reading

Cody Reading, CFP®, AIF®

Financial Advisor

cody.reading@ceterafs.com

Nicholas Mengel

Nicholas Mengel, CFP®, AIF®

Financial Advisor

nicholas.mengel@ceterafs.com

Howard Nimmons

Howard Nimmons, CFP®, CPA

Financial Advisor

howard.nimmons@ceterafs.com

Operations

Elicia Bailey

Elicia Bailey

Senior Operations Manager

elicia.bailey@ceterafs.com

Christopher Seiffert

Christopher Seiffert

Advisor Planning Support

christopher.seiffert@ceterafs.com

Kathy Fronczak

Kathy Fronczak

Operations Assistant

kfronczak@msmf.com

Cognetio

Debbie Miller

Debbie Miller

Client Service Associate

dmiller@msmf.com

LifeBridge Insurance

Brian Laubacker

Brian Laubacker, AIF®, CWS®

Director, Protection Planning / Financial Advisor

brian.laubacker@ceterafs.com

Danny Kaufmann

Danny Kaufmann

Insurance & Annuity Specialist, Registered Representative

dkaufmann@lifebridgeins.com

Patty Enloe

Patty Enloe

Insurance Specialist

penloe@lifebridgeins.com