Associates

 

  • Justin Ryan

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

  • Jared Sutton

    CFA, Certified Financial Planner™

  • Jim Wessels

    Certified Public Accountant (CPA), CFA, PFS

  • Matt Boehnke

    Certified Financial Planner™

  • Rob Edwards

    Retirement Plans Relationship Manager

  • Doug Hohertz

    Internal Investment Research Analyst

  • Arild Holm

    CFA, Chief Investment Officer

  • Andrew Jensen

    Insurance Consultant

  • Eric Johnson

    JD, CPA, CLU®, ChFC®

  • Wendy Lilly

    CPFA®, Retirement Plans Service Associate

  • Sean Phillips

    CFA

  • Kyle Sleep

    Investment Advisor Representative, FPQP®, EA

  • Trisha Wray

    Executive Assistant