Our Mission: To bring profound impact to the lives of our clients, their families, and our community.

Our Values: Trust, Integrity, Excellence


Our advisors

Advisor photo for Randy Ehleringer

Randy Ehleringer

CFP®, BFA, ChFC®, CRPC, APMA

Private Wealth Advisor

Learn more about Randy Ehleringer Visit Randy Ehleringer's website
Advisor photo for Kari Douglas Ehleringer

Kari Douglas Ehleringer

CFP®, CPWA®, CRPC, ChFC®, APMA, BFA

Private Wealth Advisor

Business Financial Advisor
Learn more about Kari Douglas Ehleringer Visit Kari Douglas Ehleringer's website
Advisor photo for Jason Yockey

Jason Yockey

CFA®, CFP®, CRPC

Financial Advisor

Chief Investment Officer of Echelon Wealth Partners
Learn more about Jason Yockey Visit Jason Yockey's website
Advisor photo for Alex Lair

Alex Lair

MBA, CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Alex Lair Visit Alex Lair's website
Advisor photo for Brittany Pilling

Brittany Pilling

CFP®, APMA

Financial Advisor

Learn more about Brittany Pilling Visit Brittany Pilling's website
Advisor photo for Carrie Jo Exley

Carrie Jo Exley

APMA

Financial Advisor

Learn more about Carrie Jo Exley Visit Carrie Jo Exley's website
Advisor photo for Matthew Siegle

Matthew Siegle

CFP®, CRPC, AAMS, APMA

Financial Advisor

Learn more about Matthew Siegle Visit Matthew Siegle's website
Advisor photo for Ryan T. Burras

Ryan T. Burras

APMA

Financial Advisor

Learn more about Ryan T. Burras Visit Ryan T. Burras's website
Advisor photo for Michael Boguslawski

Michael Boguslawski

MBA, CFP®, APMA, BFA

Financial Advisor

Learn more about Michael Boguslawski Visit Michael Boguslawski's website
Advisor photo for Jennifer Bymark

Jennifer Bymark

APMA

Financial Advisor

Learn more about Jennifer Bymark Visit Jennifer Bymark's website
Advisor photo for Samantha Cowley

Samantha Cowley

APMA, CRPC

Financial Advisor

Learn more about Samantha Cowley Visit Samantha Cowley's website
Advisor photo for Trisha Schaar

Trisha Schaar

CRPC, CLTC®, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Trisha Schaar Visit Trisha Schaar's website
Advisor photo for Aaron J Fritz

Aaron J Fritz

CFP®, APMA

Financial Advisor

Learn more about Aaron J Fritz Visit Aaron J Fritz's website
Advisor photo for Stephanie Lemenowsky

Stephanie Lemenowsky

CRPC

Financial Advisor

Learn more about Stephanie Lemenowsky Visit Stephanie Lemenowsky's website


Our team

Heather Fredrickson

Heather Fredrickson

Operations Manager,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 63
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Emma McWaters

Emma McWaters

Marketing Manager

Linda McGuire

Linda McGuire

Paraplanner,

Client Service Specialist

Qualifications

  • FINRA Securities Registrations Series 7, Series 63, Series 53, Series 24
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Nick Griffin

Nick Griffin

Client Service Specialist

Matthew Olson

Matthew Olson

Financial Planning Analyst,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
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Stacia Parkin

Stacia Parkin

Financial Planning Analyst,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
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Rebecca Voigt

Rebecca Voigt

Client Service Specialist

Tracy Sears

Tracy Sears

Paraplanner,

Client Service Specialist

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
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Julie Janiszeski

Julie Janiszeski

Client Service Specialist

Tristen Groff

Tristen Groff

Paraplanner

Rawan Elbitar

Rawan Elbitar

Client Service Specialist

Jennifer Folstad

Jennifer Folstad

Client Service Coordinator

Zenon Westrom Ostrom

Zenon Westrom Ostrom

Client Service Specialist

Qualifications

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Miranda Wintheiser

Miranda Wintheiser

Client Service Coordinator

Marla Sheridan

Client Service Coordinator