Meet the Team
Luke Neff, MSFP, CFP®, AWMA®, CRPC®
Wealth Advisor
Carson Zimmer
Wealth Advisor
Lisa Drahman Wicks
LPL Registered Client Service Assistant
lisa.drahmanwicks@dayair-lpl.com
Lisa started her career in the industry in 1997, holding various supporting roles including positions as an Operations Manager and Compliance Officer. She has obtained her Series 7, 9, 10, 63, and 65, as well as being licensed in Life...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.