Our Advisors

Ted Fox

Ted Fox

Private Wealth Advisor

Rhonda Klement

Rhonda Klement

Financial Advisor

Thomas F Koss

Thomas F Koss

Private Wealth Advisor

Brady Koss

Brady Koss

Financial Advisor

Sandy Hagemeister

Sandy Hagemeister

Associate Financial Advisor

Douglas Dahlke

Douglas Dahlke

Financial Advisor

Theresa Artac

Theresa Artac

Associate Financial Advisor

Our Staff

Alyece Kleinschmidt

Alyece Kleinschmidt

Client Concierge
Aaron Koss

Aaron Koss

Financial Planning Assistant
Chartered Retirement Planning Counselor℠
Mona Fox

Mona Fox

Operations Director
Marketing Manager
Kris Rose

Kris Rose

Client Service Coordinator
Sharon VanEpps

Sharon VanEpps

Financial Planning Assistant