Our advisors

Our team

Justin Sitte

Justin Sitte

Client Service Specialist

Ron Leptien

Ron Leptien

Financial Planning Specialist

Dawn Welnicke

Dawn Welnicke

Client Service Specialist

Chris Leggett

Chris Leggett

Client Service Specialist

Kimberly Payne

Kimberly Payne

Operations Director

Bryon Graff

Bryon Graff

Marketing Manager

Wendy Hermening

Wendy Hermening

Client Concierge

Geralyn Parrish

Geralyn Parrish

Client Concierge

Terri Jensen

Terri Jensen

Client Concierge