Our advisors

Advisor photo for Douglas Gehrke

Douglas Gehrke

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Douglas Gehrke Visit Douglas Gehrke's website
Advisor photo for Rodney Jacobs

Rodney Jacobs

CFP®, CRPC, CLTC®, APMA

Private Wealth Advisor

Business Financial Advisor
Learn more about Rodney Jacobs Visit Rodney Jacobs's website


Our team

Rebecca Read

Rebecca Read

Office Manager

Jeffrey Munn

Jeffrey Munn

Administrative Assistant

Scott E. Nelson

Scott E. Nelson

Paraplanner

Jamie Bales

Jamie Bales

Business Development Manager