Our advisors

Our team

Alissa Shimanski

Alissa Shimanski

Business Development Director,

Chief Operating Officer

Qualifications

  • Notary Public
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Gannon Enck

Gannon Enck

Financial Planning Specialist,

Business Development Specialist
Ashlee Kozak

Ashlee Kozak

Client Relationship Manager,

Client Service Specialist

Qualifications

  • Notary Public
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Nicole Moore

Nicole Moore

Operations Specialist,

Client Service Specialist