Meet the Advisors

Financial Advisors

Choosing a financial advisor isn’t a decision you should take lightly. You want to trust that your wealth and future security is in capable, caring hands. And, that your individual needs are fully understood and valued. We get it. That’s why we strive to match you with an advisor who has the right expertise for your situation—and who feels like a loyal confidant; even a close friend.

All of our advisors thrive on building strong relationships and taking personal care with each client. We’ll welcome you with a warm handshake and cheer you on every step of the way as you progress toward your financial goals. We’re in this together.

Ready to join the Wiser family? Learn more about our advisors.

Robert Amberg

Robert Amberg

Partner, Financial Advisor
Bryan Campbell

Bryan Campbell

Financial Advisor, CPA
Robert Campbell

Robert Campbell

Partner, Financial Advisor, CPA, CFP®
Mark Davis

Mark Davis

Financial Advisor
Denise Garten

Denise Garten

Financial Advisor, CWS®
Steven Gehl

Steven Gehl

Financial Advisor
Richard D. Geib

Richard D. Geib

Financial Advisor, CFP®
Wesley Lentz

Wesley Lentz

Managing Partner, Financial Advisor, CFP®, J.D.
Sandra Moerman

Sandra Moerman

Financial Advisor
Clinton VanLinder

Clinton VanLinder

Partner, Financial Advisor, CPA, CFP®
Ronald B. Wiser

Ronald B. Wiser

Chairman Emeritus, Founder of The Wiser Financial Group, Financial Advisor, CFP®, CLU®, ChFC®

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Nether Kestra IS and Kestra AS are affiliated with The Wiser Financial Group nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms.

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