Our advisors

Our team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Lori Aest

Lori Aest

Business Development Director

Jill Perovich

Jill Perovich

Business Development Specialist

Megan Harris

Megan Harris

Financial Planning Specialist

Gina Eaton

Gina Eaton

Insurance Specialist

Anne Pettingill

Anne Pettingill

Client Service Specialist

Jeremy Hoffman

Jeremy Hoffman

Investment Specialist

Kelly Fox

Kelly Fox

Receptionist,

Administrative Assistant
Kari Peterson

Kari Peterson

Client Service Coordinator

Adam Husa

Adam Husa

Client Service Coordinator

Kayleen Rex

Kayleen Rex

Client Service Coordinator

Dawn Dillner

Dawn Dillner

Client Service Coordinator,

Receptionist
Jeannette Ballinger

Jeannette Ballinger

Client Service Coordinator

M. Todd Brack

M. Todd Brack

Client Service Coordinator

Tami Bretz

Client Service Coordinator

Alex Riccobono

Investment Specialist