Our advisors

Our team

Val Madia

Val Madia

Business Development Director

Seth Rhodes

Seth Rhodes

Business Development Director,

Financial Planning Specialist
Jerry Karnatz

Jerry Karnatz

Business Development Specialist

Chelsey Burr

Chelsey Burr

Business Development Specialist

Joyce Rodick

Joyce Rodick

Operations Director

Melissa Hughes

Melissa Hughes

Operations Manager

MarrLyn Johnson

MarrLyn Johnson

Operations Manager

Dawn Griffith

Dawn Griffith

Operations Manager

Heidi Sack

Heidi Sack

Operations Manager

Kim Vogan

Kim Vogan

Operations Manager

Andrea Spencer

Andrea Spencer

Operations Manager

Eileen Toussaint

Eileen Toussaint

Operations Manager

Michelle Jacobsen

Michelle Jacobsen

Client Service Specialist

Eileen Thornburg

Eileen Thornburg

Client Service Specialist

Kelli Stodola

Kelli Stodola

Client Service Specialist