Our advisors

Our team

Linda McGuire

Linda McGuire

Paraplanner,

Client Service Specialist

Qualifications

  • FINRA Securities Registrations Series 7, Series 63, Series 53, Series 24
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Heather Fredrickson

Heather Fredrickson

Operations Manager,

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 63
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Karen Boguslawski

Karen Boguslawski

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 63
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Mike Boguslawski

Mike Boguslawski

Financial Planning Analyst

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
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Dixie Cornelius

Dixie Cornelius

Client Service Coordinator

Ann Swanson

Ann Swanson

Paraplanner

Qualifications

  • FINRA Securities Registrations Series 7, Series 66, Series 24

Roles & Responsibilities

  • Registered Principal Delegate
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Brittany Schultz

Brittany Schultz

Paraplanner,

Client Service Specialist

Qualifications

  • FINRA Securities Registrations Series 7, Series 63, Series 65
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Stacia Parkin

Stacia Parkin

Paraplanner,

Client Service Specialist

Qualifications

  • FINRA Securities Registrations Series 7, Series 66
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Julie Janiszeski

Julie Janiszeski

Client Service Specialist

Matthew Olson

Matthew Olson

Financial Planning Analyst,

Paraplanner
Alyssa Russell

Alyssa Russell

Client Service Coordinator