Our advisors

Phil Wood

Phil Wood

Private Wealth Advisor

Managing Director
Learn more about Phil Wood Visit Phil Wood's website
Kent Porter

Kent Porter

Financial Advisor

Learn more about Kent Porter Visit Kent Porter's website
Jon Gilfry

Jon Gilfry

Financial Advisor

Managing Partner
Learn more about Jon Gilfry Visit Jon Gilfry's website
Laurie Ortman

Laurie Ortman

Financial Advisor

Managing Partner
Learn more about Laurie Ortman Visit Laurie Ortman's website
Pam Doughty

Pam Doughty

Financial Advisor

Investment Specialist
Learn more about Pam Doughty Visit Pam Doughty's website
Roger White

Roger White

Financial Advisor

Learn more about Roger White Visit Roger White's website
Barb Foote

Barb Foote

Financial Advisor

Learn more about Barb Foote Visit Barb Foote's website
Jack Swanda

Jack Swanda

Financial Advisor

Vice President
Learn more about Jack Swanda Visit Jack Swanda's website
Larry McGowan

Larry McGowan

Financial Advisor

Learn more about Larry McGowan Visit Larry McGowan's website
Paul Schoomaker

Paul Schoomaker

Financial Advisor

Investment Specialist
Learn more about Paul Schoomaker Visit Paul Schoomaker's website
Ron Wilhelm

Ron Wilhelm

Financial Advisor

Learn more about Ron Wilhelm Visit Ron Wilhelm's website
Larry Foxworthy

Larry Foxworthy

Financial Advisor

Learn more about Larry Foxworthy Visit Larry Foxworthy's website

Our team

Michelle Wood

Michelle Wood

Marketing Manager,

Senior Vice President
Kelley Iske

Kelley Iske

Practice Manager,

Chief Operating Officer
Amanda Edison

Amanda Edison

Business Development Director,

Vice President
Chip Romjue

Chip Romjue

Business Development Specialist

Jerry Karnatz

Jerry Karnatz

Business Development Specialist

Chelsey Burr

Chelsey Burr

Business Development Specialist

Jana Flaxbeard

Jana Flaxbeard

Financial Planning Specialist

Melissa Hughes

Melissa Hughes

Operations Manager

MarrLyn Johnson

MarrLyn Johnson

Operations Manager

Dawn Griffith

Dawn Griffith

Operations Manager

Heidi Sack

Heidi Sack

Operations Manager

Andrea Spencer

Andrea Spencer

Operations Manager

Eileen Toussaint

Eileen Toussaint

Operations Manager

Sally Dietz

Sally Dietz

Operations Manager

Courtney Billings

Courtney Billings

Operations Manager

Denise Bolton

Denise Bolton

Client Service Specialist

Michelle Jacobsen

Michelle Jacobsen

Client Service Specialist

Kelli Stodola

Kelli Stodola

Client Service Specialist

Patty Agree

Patty Agree

Client Service Specialist

Sonja Peters

Sonja Peters

Client Concierge

Maddie Wood

Maddie Wood

Marketing Specialist