Board of Directors

Larry Berger, CFP®, CPA/PFS - Retired
Financial Advisor, Chairman
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Mark Berger, CFP®, EA
Principal, CCO
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Nick Asmus
Chief Executive Officer
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April Bortscheller, CFP®
President, Chief Operating Officer
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Angela Erickson, CFP®, EA
Financial Advisor
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Charlie Christensen
Independent Trustee


Tom Rippberger
Independent Trustee