Our advisors

Our team

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

Qualifications

  • FPQP™
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Kacie Robbins

Kacie Robbins

Paraplanner

Jacque Henry

Jacque Henry

Receptionist

Linzi Peterson

Linzi Peterson

Marketing Manager,

Practice Manager
Clarke Stringham

Clarke Stringham

Intern