Eva Wilson
Client Account Specialist
Marie Williams
Operations & Internal Accounting Manager
Luke Traxler, CFP®
Senior Advisor
Courtney N. Swayze
Client Service & Compliance Coordinator
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
Associate Portfolio Manager
Nick Scheibel, CFP®
Director of Professional Partnerships – Senior Advisor