Our advisors

Tom Luxem

Tom Luxem

Private Wealth Advisor

Learn more about Tom Luxem
Matthew Greer

Matthew Greer

Financial Advisor

Learn more about Matthew Greer
David Olson

David Olson

Private Wealth Advisor

Learn more about David Olson
David Muschenheim

David Muschenheim

Financial Advisor

Learn more about David Muschenheim
Daniel Ventura

Daniel Ventura

Financial Advisor

Learn more about Daniel Ventura
Brian Macdonald

Brian Macdonald

Financial Advisor

Learn more about Brian Macdonald
Kevin Bille

Kevin Bille

Financial Advisor

Learn more about Kevin Bille
Dean C Dawson

Dean C Dawson

Private Wealth Advisor

Learn more about Dean C Dawson
Miriam Hobart

Miriam Hobart

Financial Advisor

Learn more about Miriam Hobart
Benjamin Auckenthaler

Benjamin Auckenthaler

Financial Advisor

Learn more about Benjamin Auckenthaler

Our team

Eric Brenk

Eric Brenk

Client Relationship Manager

John Casement

John Casement

Investment Manager

Joyce Flanders

Joyce Flanders

Paraplanner

Rana Krawza

Rana Krawza

Operations Specialist

Monica Luxem

Monica Luxem

Client Relationship Manager

Jami McFarland

Jami McFarland

Operations Specialist

Marcee Payne

Marcee Payne

Receptionist

Nikolaus Schroeder

Nikolaus Schroeder

Client Relationship Manager

Lois Walton

Lois Walton

Operations Specialist

Michelle Bonin

Michelle Bonin

Paraplanner

Jacob Damhof, CPA

Jacob Damhof, CPA

Financial Planning Analyst

Natalie Luxem

Natalie Luxem

Client Relationship Manager