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A Fundamental Approach

A Fundamental Approach

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. 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.

The Hicks Team

Ryan Hicks, CFP®

Director of Wealth Management

Ryan is the founder and director of wealth management for The Hicks Team.

Ryan has a true passion for helping people. Ryan’s favorite saying is, “people have goals and dreams, I want to help them make these a reality.”

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Kiersten Ambrose

Director of Business Development

Multi-talented Director of Business Development who’s passionate about taking on new challenges, building relationships with clients and supporting them in all areas of their needs. Working alongside Ryan since 2015...

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Brad Barcic

Director of Client Relations

Brad has a B.S. in Marketing from the University of Dayton. He has extensive experience in the fields of e-commerce and IT integrations and solutions. Brad currently resides in Pittsburgh, where he enjoys trying out the city’s...

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Diane Yee, FSCP®

Financial Advisor

Over the last 20 years, I’ve worked with individuals, families, and small business owners to uncover their true financial goals and dreams in order to make them a reality.

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Missie Berteotti

Financial Representative

As a former Professional Golfer on the LPGA Tour, Missie brings a unique background to The Hicks Team at LFG. Missie focused on Optimal Performance for many years, and continues to bring the same dedication and passion from the golf...

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Shane Witt

Financial Advisor

Shane is newest addition to The Hicks Team of LFG. Shane has a strong background in Business Management. He has developed a niche working with restaurant owners and their employees...

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