Megan Windschitl

Client Account Administrator
Marie Williams

Operations & Internal Accounting Manager
Andy Truax, CFP®

Advisor Associate
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, Manager
Nick Scheibel, CFP®

Advisor
Alley Roth

Trader and Investment Research Analyst