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MEET OUR TEAM

We're fun, professional, and results-focused.

Comprehensive Wealth Management is multifaceted and can be overwhelming. We believe an office of one professional advisor and an assistant cannot handle the complexity of today’s financial world. It requires specialized expertise in several areas of wealth planning.

We have assembled an entire family of local professionals to provide an effective client experience. All of our team members are passionate about taking a very hands-on approach to serving your family. As you advance through our wealth advisory process, we will engage our entire professional network to begin working together on advanced planning issues such as complex tax reduction, wealth transfer, family protection, and estate & legacy planning.

In addition, we have a nationwide network of wealth advisor partners that we collaborate with on investment portfolio research and allocation decisions, along with best practices to serve our clients.

John Halterman

Certified Wealth Strategist

Yvonne Loar

Associate Wealth Advisor

Lisa Halterman

Director of Operations

Haley Biller

Relationship Coordinator

Brooke Lane

Relationship Coordinator

Kristin Kirk

Community Development

Coordinator

Meet Our Wealth Advisor Partners

Jeremy Frazie

Wealth Manager

Carl McClurg

Wealth Manager

Brian Smith

Founder,

Global Financial Partners

Bryan Masten

Financial Advisor

Riley Smith

Assistant to Strategic
Wealth Director

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PREPARING FOR A SATISFYING RETIREMENT

We’ve created this special report to help you make the most of your savings and investment opportunities and help improve your prospects for a comfortable retirement. 

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FREE PORTFOLIO

RISK ANALYSIS

Take our no-cost, no-obligation 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. 

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ENJOYING MORE & WORRYING LESS?

ARE YOU READY TO TAKE THE NEXT STEP TOWARDS

Request a no-cost, no-obligation second opinion meeting today.