Our advisors

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