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®
• Dean T. Jacobson, CPA
• Deb Herbeck
• Emily Knudson
• Haley Hoskin
• Jackie Flahaven, CFP®
• Jenna Bloom
• Keri Port
• Keri Palmer
• Krista Masera
• Kristi Sanz, CRPC®
• Larry Berger, CPA/PFS, CFP®
• Lisa Russell
• Lorraine Craig, CFP®, MBA in Financial Planning
• Lucas Auger
• Mark Berger, CFP®, EA
• Mary Munkvold
• Mary Panchyshyn
• Megan Barrett
• Mike Welf
• Neal Gosman
• Nick Asmus, President
• Patrick Noll, CPA
• Peggy Meyer
• Philip Spillane
• Rachel Meyer
• Ryan Kompelien
• Seth Wagner
• Tony Mattson
• Tyson Pettitt
• Victoria Canoun