Our advisors

Timothy B Rohlfing

Timothy B Rohlfing

CFP®

Private Wealth Advisor

Learn more about Timothy B Rohlfing Visit Timothy B Rohlfing's website
Jon Skorich

Jon Skorich

Financial Advisor

Learn more about Jon Skorich Visit Jon Skorich's website
Aaron Thurston

Aaron Thurston

CFP®, CFA

Financial Advisor

Investment Manager
Learn more about Aaron Thurston Visit Aaron Thurston's website

Our team

Stacie Merritt

Stacie Merritt

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠

Qualifications

  • Fully Licensed
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Ann Ransom

Ann Ransom

Client Concierge,

Chartered Retirement Planning Counselor℠

Qualifications

  • M.A. in Personnel Administration
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Danielle Lahman

Danielle Lahman

Client Service Specialist