Our advisors

Jason Bedford

Jason Bedford

Financial Advisor

Learn more about Jason Bedford
Joel Bird

Joel Bird

Private Wealth Advisor

Learn more about Joel Bird
Joshua Bowen

Joshua Bowen

Financial Advisor

Learn more about Joshua Bowen
Joseph Branca

Joseph Branca

Financial Advisor

Learn more about Joseph Branca
Kevin Donovan

Kevin Donovan

Financial Advisor

Learn more about Kevin Donovan
Dennis Draeger

Dennis Draeger

Private Wealth Advisor

Learn more about Dennis Draeger
Tiffany Even

Tiffany Even

Financial Advisor

Learn more about Tiffany Even
CJ Hager

CJ Hager

Financial Advisor

Learn more about CJ Hager
Dean Hepper

Dean Hepper

Financial Advisor

Learn more about Dean Hepper
Les Howard

Les Howard

Financial Advisor

Learn more about Les Howard
Robyn Jensen

Robyn Jensen

Financial Advisor

Learn more about Robyn Jensen
David Kalt

David Kalt

Financial Advisor

Learn more about David Kalt
Jason Kirchmeier

Jason Kirchmeier

Private Wealth Advisor

Learn more about Jason Kirchmeier
Kristin Kowalski

Kristin Kowalski

Financial Advisor

Learn more about Kristin Kowalski
David Leighton

David Leighton

Financial Advisor

Learn more about David Leighton
Megan Lenarz

Megan Lenarz

Financial Advisor

Learn more about Megan Lenarz
Michael Linster

Michael Linster

Financial Advisor

Learn more about Michael Linster
Dennis Mears

Dennis Mears

Financial Advisor

Learn more about Dennis Mears
Devin Melvie

Devin Melvie

Financial Advisor

Learn more about Devin Melvie
Loren Melvie

Loren Melvie

Financial Advisor

Learn more about Loren Melvie
Margaret H Meranda

Margaret H Meranda

Financial Advisor

Learn more about Margaret H Meranda
David Mickelson

David Mickelson

Financial Advisor

Learn more about David Mickelson
Tina Michelle Morey

Tina Michelle Morey

Financial Advisor

Learn more about Tina Michelle Morey
Kristopher Mrachek

Kristopher Mrachek

Private Wealth Advisor

Learn more about Kristopher Mrachek
Bradley D Ness

Bradley D Ness

Financial Advisor

Learn more about Bradley D Ness
Jody Olney

Jody Olney

Financial Advisor

Learn more about Jody Olney
Steven Pinnow

Steven Pinnow

Financial Advisor

Learn more about Steven Pinnow
Jonathan Wayne Pochop

Jonathan Wayne Pochop

Financial Advisor

Learn more about Jonathan Wayne Pochop
Sarah S Rooney

Sarah S Rooney

Financial Advisor

Learn more about Sarah S Rooney
David Schlafman

David Schlafman

Private Wealth Advisor

Learn more about David Schlafman
Steven Schneider

Steven Schneider

Financial Advisor

Learn more about Steven Schneider
Angela K Schwartz

Angela K Schwartz

Financial Advisor

Learn more about Angela K Schwartz
John Shaw

John Shaw

Financial Advisor

Learn more about John Shaw
Gayle Siebenbruner

Gayle Siebenbruner

Financial Advisor

Learn more about Gayle Siebenbruner
Amy Sokolofsky

Amy Sokolofsky

Associate Financial Advisor

Learn more about Amy Sokolofsky
Christopher Swanson

Christopher Swanson

Financial Advisor

Learn more about Christopher Swanson
Emma Thompson

Emma Thompson

Financial Advisor

Learn more about Emma Thompson
Jessalyn Thompson

Jessalyn Thompson

Financial Advisor

Learn more about Jessalyn Thompson
Alan Van Delinder

Alan Van Delinder

Financial Advisor

Learn more about Alan Van Delinder
Leon C Vetter

Leon C Vetter

Financial Advisor

Learn more about Leon C Vetter
Christian Walter

Christian Walter

Financial Advisor

Learn more about Christian Walter
Mark Westgard

Mark Westgard

Financial Advisor

Learn more about Mark Westgard
Marvin E Witt

Marvin E Witt

Financial Advisor

Learn more about Marvin E Witt
David Ziola

David Ziola

Financial Advisor

Learn more about David Ziola

Our team

Karen Beede

Karen Beede

Client Service Manager

Pattie Berkner

Pattie Berkner

Office Manager

Shantal Borud

Shantal Borud

Paraplanner

Courtney Buth

Courtney Buth

Client Service Manager

Travis Dahl

Travis Dahl

Investment Manager

Stephanie Drago

Stephanie Drago

Administrative Assistant

Jodi Elmore

Jodi Elmore

Office Manager

Jessica Evans

Jessica Evans

Client Service Manager

Jodi Fiedler

Jodi Fiedler

Operations Manager

Lyndsey Filkowski

Lyndsey Filkowski

Client Service Manager

Mary Gentilini

Mary Gentilini

Client Relationship Manager

Angela Heagley

Angela Heagley

Administrative Assistant

Stacy Heinrichs

Stacy Heinrichs

Client Service Manager

Vicki Hepper

Vicki Hepper

Administrative Assistant

Amanda Herber

Amanda Herber

Operations Specialist

Briana Johnson

Briana Johnson

Financial Planning Specialist

Bethany Jordan

Bethany Jordan

Client Service Manager

Cassy Jurgens

Cassy Jurgens

Administrative Assistant

Paige Klose

Paige Klose

Administrative Assistant

Kristin Kowalski

Kristin Kowalski

Paraplanner

Erika Krull

Erika Krull

Client Service Manager

Kimberly Kuntz

Kimberly Kuntz

Client Service Manager

Amie Lamborn

Amie Lamborn

Administrative Assistant

Luke Leingang

Luke Leingang

Intern

Sandra Lohstreter

Sandra Lohstreter

Client Relationship Manager

Chantel Miller

Chantel Miller

Operations Manager

Annette Mouw

Annette Mouw

Administrative Assistant

Sheila Murphy

Sheila Murphy

Administrative Assistant

Lindsay Rath

Lindsay Rath

Financial Planning Assistant

Sandy Ressler

Sandy Ressler

Financial Planning Specialist

Alicia Ripplinger

Alicia Ripplinger

Marketing Specialist

Brittni Rodin

Brittni Rodin

Client Service Manager

Connie Rufer

Connie Rufer

Client Service Manager

Deborah Ryckman

Deborah Ryckman

Paraplanner

Mallory Sand

Mallory Sand

Marketing Manager

Stephanie Schultz

Stephanie Schultz

Intern

Diane Torigian

Diane Torigian

Client Service Coordinator

Dylan Walski

Dylan Walski

Intern

Debi Weisz

Debi Weisz

Paraplanner

Amber Worthington

Amber Worthington

Administrative Assistant