Our advisors

Our team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Lori Aest

Lori Aest

Operations Director

Jill Perovich

Jill Perovich

Client Relationship Manager

Anne Pettingill

Anne Pettingill

Client Service Specialist

Miranda Mooneyham

Miranda Mooneyham

Client Service Coordinator,

Business Development Specialist
Jeannette Ballinger

Jeannette Ballinger

Client Service Coordinator

M. Todd Brack

M. Todd Brack

Client Service Coordinator

Kayleen Bystrom

Kayleen Bystrom

Client Service Coordinator

Kelly Fox

Kelly Fox

Client Service Coordinator

Adam Husa

Adam Husa

Client Service Coordinator

Marlo Larson

Marlo Larson

Client Service Coordinator

Kari Peterson

Kari Peterson

Client Service Coordinator

Paden VanHorn

Paden VanHorn

Client Service Coordinator

Lisa Lewis

Client Service Coordinator

Megan Harris

Megan Harris

Financial Planning Specialist

Jeremy Hoffman

Jeremy Hoffman

Investment Specialist

Gina Eaton

Gina Eaton

Insurance Specialist

Dawn Kraft

Dawn Kraft

Event Planner,

Marketing Specialist