Our advisors

Curtis Grote

Curtis Grote

Financial Advisor

Learn more about Curtis Grote
David Gramkow

David Gramkow

Private Wealth Advisor

Learn more about David Gramkow

Our team

Jenna Lahann

Jenna Lahann

Client Service Associate

Personal Intro

Jenna has been with the team since February 2018. She enjoys meeting and getting to know each client and strives to create a positive client experience.

Qualifications

  • Notary

Roles & Responsibilities

  • Jenna plays an important role by helping with the daily processing of client business. This includes assisting clients with transfers, account updates and general service requests.
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