Our advisors

Ted Fox

Ted Fox

Private Wealth Advisor

Business Financial Advisor
Learn more about Ted Fox Visit Ted Fox's website
Sandy Hagemeister

Sandy Hagemeister

Associate Financial Advisor

Insurance Specialist
Learn more about Sandy Hagemeister Visit Sandy Hagemeister's website
Brady Koss

Brady Koss

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Brady Koss Visit Brady Koss's website
Rhonda Klement

Rhonda Klement

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Rhonda Klement Visit Rhonda Klement's website
Douglas Dahlke

Douglas Dahlke

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Douglas Dahlke Visit Douglas Dahlke's website
Michael McNamee

Michael McNamee

Financial Advisor

Office Manager
Learn more about Michael McNamee Visit Michael McNamee's website

Our team

Sharon VanEpps

Sharon VanEpps

Financial Planning Assistant

Kris Rose

Kris Rose

Client Service Coordinator

Mona Fox

Mona Fox

Operations Director,

Marketing Manager
Shelby Gjertson

Shelby Gjertson

Client Relationship Manager

Connie Lemmer

Connie Lemmer

Office Manager,

Client Concierge