Our advisors

Our team

Karen Alms

Karen Alms

Operations Specialist

Qualifications

  • Bachelor of Arts - Northern Illinois University
  • M.A. - Argosy University
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Barbara Kaminski

Barbara Kaminski

Paraplanner,

Client Service Coordinator
Kristen Wright

Kristen Wright

Executive Assistant

Loredana Rickard

Loredana Rickard

Financial Planning Assistant

Emily Hattendorf

Emily Hattendorf

Client Service Coordinator