John Schlueter
Trading & Investment Research Analyst
Nick Scheibel, CFP®
Advisor
Alley Roth
Trading & Investment Research Analyst
Mark Rosenkranz, CFA®
Investment Strategist
Tracy Quinn
Personal Executive Assistant
Erika Olsen
Client Account Specialist
Christopher J. Mastley, CFP®
Advisor – Tax Planning Manager
Taylor Kramer
Engagement Manager
Josh G. Justin
Client Service & Tax Planning Associate
Haley Frécon, CFP®
Advisor