Our advisors

Mark Vandersall

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mark Vandersall Visit Mark Vandersall's website

Lisa Nelson

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Lisa Nelson Visit Lisa Nelson's website


Our team

Kelly Evenson

Kelly Evenson

Administrative Assistant

Cynthia Yachik

Financial Planning Assistant