Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

David Knight

CFP®, ChFC®, CLU®, AEP®, APMA

Private Wealth Advisor

Chief Executive Officer of CIO Wealth Strategies
Learn more about David Knight Visit David Knight's website

Sharon Kresse

CFP®, AAMS, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Sharon Kresse Visit Sharon Kresse's website

Debra Cirksena

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Debra Cirksena Visit Debra Cirksena's website

Robert D Sieps

CFP®, APMA

Financial Advisor

Chief Operating Officer of CIO Wealth Strategies
Learn more about Robert D Sieps Visit Robert D Sieps's website

Marshall A Doughty

CLTC®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Marshall A Doughty Visit Marshall A Doughty's website

Mason Doughty

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Mason Doughty Visit Mason Doughty's website

Madison A Doughty

CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Madison A Doughty Visit Madison A Doughty's website

Leisa Olson

CFP®, APMA, CRPC, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Leisa Olson Visit Leisa Olson's website

Mark A Perry

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Mark A Perry Visit Mark A Perry's website

Mark Tillman

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Mark Tillman Visit Mark Tillman's website

David Mickelson

CFP®, BFA, CRPC, CLTC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about David Mickelson Visit David Mickelson's website

Kyle Warday

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Kyle Warday Visit Kyle Warday's website

Austin Knight

CFP®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Austin Knight Visit Austin Knight's website

James Moore

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about James Moore Visit James Moore's website

Jacob White

APMA

Financial Advisor

Learn more about Jacob White Visit Jacob White's website

Alex McCarty

JD, APMA

Financial Advisor

Learn more about Alex McCarty Visit Alex McCarty's website

Felicia Hazen

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Felicia Hazen Visit Felicia Hazen's website

Dalton Knight

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dalton Knight Visit Dalton Knight's website

Tracey Halvorson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tracey Halvorson Visit Tracey Halvorson's website


Our team

Sheri Jablonski

Sheri Jablonski

Operations Director

Shannon Thiele

Shannon Thiele

Office Manager

Madalynn Volz

Madalynn Volz

Business Development Manager

Andra Hubbard

Andra Hubbard

Operations Specialist

Allexys Johnson

Allexys Johnson

Operations Specialist

Jill Dahl

Jill Dahl

Operations Specialist

Joan Carbis

Joan Carbis

Operations Specialist

Kelsey Hively

Kelsey Hively

Client Service Manager

Carol Bedrosky

Carol Bedrosky

Administrative Assistant

Kate Erb

Kate Erb

Administrative Assistant

Sami Rotert

Sami Rotert

Administrative Assistant

Brittney Salter

Brittney Salter

Administrative Assistant

Hannah Beyer

Hannah Beyer

Administrative Assistant

Dani Ewalt

Dani Ewalt

Administrative Assistant

Nona Pittman

Nona Pittman

Client Concierge

Lauren Doughty

Lauren Doughty

Client Concierge

Peggy Wright

Peggy Wright

Assistant

Regan Gaspers

Regan Gaspers

Administrative Assistant