Financial Advisors

Adam Bjorklund
Financial Advisor
Read More
Amy Fracaro-Choate CRC®, CDFA®
Financial Advisor
Read More
Andrew Gillund, CPA, MBT
Director of Tax
Read More
Angela Erickson, CFP®, EA
Financial Advisor
Read More
April Bortscheller, CFP®
President, Chief Operating Officer
Read More
Bob Smrekar, CFP®, AIF®
Financial Advisor
Read More
Collin Lehman, CPA
Tax Advisor
Read More
Dale Tondryk
Financial Advisor
Read More
David Herbeck, ChFC®, CPA/PFS - Retired
Financial Advisor
Read More
Eric Hansen
Financial Advisor
Read More
Eric Kautzman, RICP®
Financial Advisor
Read More
Jackie Flahaven, CFP®
Financial Advisor
Read More
Jack Waletich, CPA
Tax & Financial Advisor
Read More
Kim Lillehaug, CPA/PFS, CFP®
Financial Advisor
Read More
Krista Masera
Servicing Advisor
Read More
Kristi Sanz, CRPC®
VP of Practice Development
Read More
Larry Berger, CFP®, CPA/PFS - Retired
Financial Advisor, Chairman
Read More
Lisa Greely
Financial Advisor
Read More
Mark Berger, CFP®, EA
Principal, CCO
Read More
Matthew Gibbs, CFP®, MBA
Associate Financial Advisor
Read More
Melissa Latifi
Financial Advisor
Read More
Morgan Stone Padget, CFP®
Financial Advisor
Read More
Nic Gordon, MS, CFP®, MPAS®
Financial Advisor
Read More
Nick Albert, EA
Tax & Financial Advisor
Read More
Nick Asmus
Chief Executive Officer
Read More
Paul Klinges
Financial Advisor
Read More
Rachel Meyer
Financial Advisor
Read More
Rebecca Lantzer
Financial Advisor
Read More
Rebecca Fetterman, CFP®
Financial Advisor
Read More
Rik Stone, CFP®
Regional Director, Financial Advisor
Read More
Ryan Kompelien, CFP®
Financial Advisor
Read More
Seth Wagner
Financial Advisor
Read More
Troy Ray
Financial Advisor
Read More
Tyson Pettitt
VP of Mergers & Acquisitions
Read More