Our advisors

Alex Irwin

Alex Irwin

Client Relationship Manager

Learn more about Alex Irwin
Austin Knapp

Austin Knapp

Client Support Associate

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Brittany Edwards

Brittany Edwards

BFA

Client Support Associate

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Connor Hurley

Connor Hurley

Client Support Associate

Learn more about Connor Hurley
Eric Ebsen

Eric Ebsen

Client Support Associate

Lead Client Support Associate
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Jack Kuhlman

Jack Kuhlman

Client Support Associate

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Luke DeBenedetto

Luke DeBenedetto

BFA, CRPC®

Client Relationship Manager

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Luke Iverson

Luke Iverson

CFP®, BFA, CRPC®

Client Relationship Manager

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Nathaniel Willaert

Nathaniel Willaert

CFP®, CRPC®

Manager AAC

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Nina Wills

Nina Wills

BFA

Product Specialist

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Patrick Lapadat

Patrick Lapadat

BFA

Client Relationship Manager

Retirement Specialist
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Raymond Messenbrink

Raymond Messenbrink

BFA, CRPC®

Client Relationship Manager

Family Finances Specialist
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Tamara Sorsoleil

Tamara Sorsoleil

Client Relationship Manager

Learn more about Tamara Sorsoleil