Our advisors

Our team

Theresa Hogan

Theresa Hogan

Client Service Specialist

Lindsey Nussbaum, FPQP™

Lindsey Nussbaum, FPQP™

Client Service Specialist

Clarke Stringham

Clarke Stringham

Client Service Specialist

Lynne Vossen, FPQP™

Lynne Vossen, FPQP™

Financial Planning Assistant

Kacie Robbins

Kacie Robbins

Financial Planning Assistant

Emma Hahn

Emma Hahn

Financial Planning Assistant

Jacque Henry

Jacque Henry

Receptionist

Linzi Peterson

Linzi Peterson

Practice Manager