Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Russell Runck

Russell Runck

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Russell Runck
Advisor photo for Lorie Kirtz

Lorie Kirtz

Financial Advisor

Learn more about Lorie Kirtz
Advisor photo for Kelly Rach

Kelly Rach

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kelly Rach
Advisor photo for Katy Flom

Katy Flom

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Katy Flom


Our team

Stacy Rolf

Stacy Rolf

Paraplanner,

Financial Planning Specialist

Qualifications

  • Finra Series 7 License

  • Finra Series 63 License

  • Life, Health and Accident Insurance License

Roles & Responsibilities

  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Responsible for managing client data and input in financial planning tool. Works closely with the advisor to create and maintain financial plans in preparation for meetings.
  • Works closely with advisor to process insurance applications and servicing forms
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Amy Rettig

Amy Rettig

Client Service Coordinator

Roles & Responsibilities

  • Schedules appointments for Advisors
  • Client Concierge - phones/reception
  • Meeting preparation for Advisors
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Mandy Woltjer

Mandy Woltjer

Client Service Specialist,

Paraplanner

Roles & Responsibilities

  • Responsible for preparing, completing and following up on forms and account applications necessary to process transactions and maintain existing client accounts.
  • Supports advisors with follow up after meetings
  • Processes transactions for Advisors
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Alejandra Bustos Megia

Client Service Coordinator,

Marketing Specialist

Roles & Responsibilities

  • Coordinates and contacts clients for financial plan data
  • Creates and maintains social media and website content
  • Supports Advisors in executing marketing plans and events
  • Client Concierge - phones and reception
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