Marquesen Ryan
Client Account Specialist
Bailey Norby, CFP®, ChFC®
Advisor
Olivia Michaelson
Office Experience Manager
Christopher J. Mastley, CFP®
Senior Advisor – Tax Planning Manager
Josh G. Justin, CPA
Client Service & Tax Planning Associate
Ryan Hoglund
Operations Support Specialist
Laura Haupt, CFP®
Financial Planning Specialist
Haley Frécon, CFP®
Advisor – Financial Planning Manager
Brendan Doherty
Associate Portfolio Manager
Shelby Delaney, CFP®
Advisor Associate