All Staff
Find a Team Member
- Amy Fracaro-Choate, CRC
- Andrea Horsch
- Andrew Gillund, CPA, MBT
- Angela Erickson, CFP®, EA
- Anthony Reynolds
- April Bortscheller, CFP®
- Blaine Conklin, CFA®
- Bob Smrekar, CFP®, AIF®
- Breanna Dupras
- Brian Ellis
- Christine Thomas, CFP®, CPA, MBA
- Collin Lehman, CPA
- David J. Herbeck, CPA/PFS, ChFC®
- Deb Herbeck
- Derek Reque
- Emily Knudson
- Haley Hoskin
- Jackie Flahaven, CFP®
- Jenna Bloom
- Katie Nelson
- Keri Port
- Kim Lillehaug, CPA/PFS, CFP®
- Krista Masera
- Kristi Sanz, CRPC®
- Larry Berger, CPA/PFS, CFP®
- Lisa Russell
- Lorraine Craig, CFP®, MBA in Financial Planning
- Lucas Auger, CFP®
- Mark Berger, CFP®, EA
- Mary Munkvold
- Mary Panchyshyn
- Mike Welf
- Nick Asmus, President
- Patrick Noll, CPA
- Rachel Meyer
- Ryan Kompelien
- Seth Wagner
- Tony Mattson
- Tyson Pettitt
- Victoria Canoun

April Bortscheller, CFP®
Financial Advisor, VP of Operations

Kristi Sanz, CRPC®
Financial Advisor, Business Development Director