Our advisors

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