Megan Windschitl

Client Account Administrator
Marie Williams

Operations & Internal Accounting Manager
Andy Truax, CFP®

Client Account Specialist
Luke Traxler, CFP®

Advisor
Courtney N. Swayze

Client Account & Family Office Specialist
Katie Sivula

Office Manager
Noel Silker, CFP®

Advisor
Jessica Seifert

Client Account Specialist
Nick Scheibel, CFP®

Advisor
Alley Roth

Trader and Investment Research Analyst