Our advisors

Advisor photo for Ashton Penister

Ashton Penister

CFP®

Manager AAC

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Advisor photo for Bradley Gilbertson

Bradley Gilbertson

Client Relationship Manager

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Advisor photo for James T Kosin

James T Kosin

Client Support Associate

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Advisor photo for Keenan Lund

Keenan Lund

Client Support Associate

Experienced Client Support Associate
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Advisor photo for Louis D. Boos

Louis D. Boos

CRPC

Client Support Associate

Experienced Client Support Associate
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Advisor photo for Matthew Dravis

Matthew Dravis

Client Support Associate

Lead Client Support Associate
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Advisor photo for Max Fagan

Max Fagan

Client Relationship Manager

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Advisor photo for Nick Engh

Nick Engh

Client Support Associate

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Advisor photo for Sean Little

Sean Little

Client Relationship Manager

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Advisor photo for Tamara Sorsoleil

Tamara Sorsoleil

MBA, CRPC

Client Relationship Manager

Family Finances Specialist
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Advisor photo for Vaso Sulkuqi

Vaso Sulkuqi

Client Support Associate

Experienced Client Support Associate
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