Our advisors

Ashton Penister

CFP®

Manager AAC

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James T Kosin

Client Support Associate

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Keenan Lund

Client Relationship Manager

Experienced Client Support Associate
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Louis D. Boos

CRPC

Client Support Associate

Experienced Client Support Associate
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Matthew Dravis

Client Support Associate

Lead Client Support Associate
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Max Fagan

Client Relationship Manager

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Nick Engh

Client Support Associate

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Sean Little

Client Relationship Manager

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Tamara Sorsoleil

MBA, CRPC

Client Relationship Manager

Family Finances Specialist
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Vaso Sulkuqi

Client Support Associate

Experienced Client Support Associate
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