Associates

 

  • Justin Ryan

    Certified Financial Planner™, AIF®, CRPS®, CEPA®

  • Jared Sutton

    CFA, Certified Financial Planner™

  • Jim Wessels

    Certified Public Accountant (CPA), CFA, PFS

  • Phyllis Vance

    CFA

  • Sean Phillips

    CFA

  • Eric Johnson

    JD, CPA, CLU®, ChFC®

  • Matt Boehnke

    Certified Financial Planner™

  • Arild Holm

    CFA, Chief Investment Officer

  • Nate Maly

    Retirement Plan Service Associate

  • Andrew Jensen

    Insurance Consultant