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

Robert Gasnick

Robert Gasnick

Financial Planning Specialist

Jana Flaxbeard

Jana Flaxbeard

Financial Planning Specialist

Joyce Rodick

Joyce Rodick

Practice Manager,

Vice President
Amanda Edison

Amanda Edison

Operations Director,

Vice President
Kelley Iske

Kelley Iske

Client Relationship Manager,

Vice President
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

Denise Bolton

Denise Bolton

Client Service Specialist

Kim Vogan

Kim Vogan

Client Service Specialist

Michelle Jacobsen

Michelle Jacobsen

Client Service Specialist

Eileen Thornburg

Eileen Thornburg

Client Service Specialist

Kelli Stodola

Kelli Stodola

Client Service Specialist

Sonja Peters

Sonja Peters

Client Concierge

Maddie Wood

Maddie Wood

Marketing Specialist