Marie Williams
Operations & Internal Accounting Manager
Andy Truax, CFP®
Advisor Associate
Luke Traxler, CFP®
Advisor
Courtney N. Swayze
Client Service & Compliance Coordinator
Shelby St. Martin
Advisor Associate
Katie Sivula
Office Manager
Noel Silker, CFP®
Advisor – Investment Strategist
Jessica Seifert
Sr. Client Account Specialist – Team Manager
Paul Scoles
Client Account Specialist
John Schlueter
Trading & Investment Research Analyst
