Our Advisors

Lori Richardson

Lori Richardson

Private Wealth Advisor

Dustin Lentz

Dustin Lentz

Financial Advisor

Richard Campbell

Richard Campbell

Financial Advisor

Evan Wessel

Evan Wessel

Financial Advisor

Our Staff

Theresa Hogan

Theresa Hogan

Client Service Specialist
Executive Assistant
Lindsey Nussbaum

Lindsey Nussbaum

Client Service Specialist
Insurance Specialist
Lynne Vossen

Lynne Vossen

Client Service Specialist
Financial Planning Assistant
Linzi Peterson

Linzi Peterson

Marketing Manager
Practice Manager
Jacque Henry

Jacque Henry

Receptionist
Client Service Coordinator