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

Elijah Macias

Elijah Macias

Strategy & Allocation Specialist

elijah.macias@ceterafs.com

Kevin Grant

Kevin Grant, MBA

Financial Advisor

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®

Financial Advisor

jay.peters@ceterafs.com

Matt Haffer

Matt Haffer

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

DeAnne Keck

DeAnne Keck

Client Service Associate

deanne.keck@ceterafs.com

Kraig Rehkemper

Kraig Rehkemper

Strategy & Allocation Specialist

kraig.rehkemper@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

Registered Sales Assistant

howard.nimmons@ceterafs.com

Jay Peters

Jay Peters, CFP®

Financial Advisor

jay.peters@ceterafs.com

Kevin Grant

Kevin Grant, MBA

Financial Advisor

kevin.grant@ceterafs.com

Operations

Elicia Bailey

Elicia Bailey

Senior Operations Manager

elicia.bailey@ceterafs.com

Christopher Seiffert

Christopher Seiffert CFP®

Advisor Planning Support

christopher.seiffert@ceterafs.com

Kathy Fronczak

Kathy Fronczak

Operations Assistant

kathy.fronczak@ceterafs.com

Danielle Gulledge

Danielle Gulledge

Operations Coordinator

danielle.gulledge@ceterafs.com

Cognetio

Matt Dallas

Matt Dallas, CFP®

Cognetio Program Manager

matthew.dallas@ceterafs.com

Jordan Carlen

Jordan Carlen

Financial Research Associate

jordan.carlen@ceterafs.com

LifeBridge Insurance

Brian Laubacker

Brian Laubacker, AIF®, CWS®

Director, Protection Planning / Financial Advisor

brian.laubacker@ceterafs.com

Patty Enloe

Patty Enloe

Insurance Specialist

patricia.enloe@ceterafs.com