Our advisors

Advisor photo for Scott Maasch

Scott Maasch

BFA, CRPC

Client Relationship Manager

Retirement Specialist
Learn more about Scott Maasch
Advisor photo for Catherine Shelehov

Catherine Shelehov

Client Support Associate

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Advisor photo for Cole Buhl

Cole Buhl

CRPC

Client Relationship Manager

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Advisor photo for Derek Spavin

Derek Spavin

CRPC

Client Relationship Manager

Family Finances Specialist
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Advisor photo for Jacob S. Vinje

Jacob S. Vinje

Client Support Associate

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Advisor photo for Jareese Williams Jr

Jareese Williams Jr

Client Support Associate

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Advisor photo for Lou Ann Matossian

Lou Ann Matossian

CFP®, CAP®

Client Support Associate

Experienced Client Support Associate
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Mike Huberty

Client Support Associate

Learn more about Mike Huberty
Advisor photo for Nina Wills

Nina Wills

BFA, CRPC, APMA, CMFA®

Manager AAC

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Advisor photo for Sandra Liebgott

Sandra Liebgott

Client Relationship Manager

Learn more about Sandra Liebgott
Advisor photo for Tommy Garibaldi

Tommy Garibaldi

Client Support Associate

Experienced Client Support Associate
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Advisor photo for Tony Martin

Tony Martin

CRPC

Client Support Associate

Lead Client Support Associate
Learn more about Tony Martin