Our advisors

Jeannine Strand

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeannine Strand Visit Jeannine Strand's website

Taylor Koczur

APMA

Financial Advisor

Learn more about Taylor Koczur Visit Taylor Koczur's website

Jay Untiedt

MBA, CFP®, CFA®, RICP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jay Untiedt Visit Jay Untiedt's website


Our team

Mark Schlumpberger

Mark Schlumpberger

Financial Planning Assistant

Ashley Gray

Ashley Gray

Client Service Coordinator