Financial Advisors

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