Our advisors

Our team

Karen Elowson

Karen Elowson

Client Service Manager

Roles & Responsibilities

  • Financial Planning Activities and Data Gathering
  • Client Meeting Preparation and Follow Up
  • Client Account Servicing
  • Personally, spending time with my husband, two kids, family and friends
  • Reading, Camping and Boating
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Susan Renta

Susan Renta

Client Service Manager

Roles & Responsibilities

  • Financial Planning Activities and Data Gathering
  • Client Meeting Preparation and Follow Up
  • Client Account Servicing
  • Personally, spending time with my husband and two boys watching them play sports.
  • I also enjoy trail running, hiking and spending time with family and friends.
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Rachel Bugbee

Rachel Bugbee

Client Service Coordinator,

Receptionist

Roles & Responsibilities

  • Client Meeting Scheduling and Correspondence
  • Coordinating Client Workshops and Events
  • Personally, spending time with my husband, two kids and friends
  • Reading, Traveling and Bible Studies
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