Investment Committee

Blaine Conklin, CFA®
Chief Investment Officer
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Bob Smrekar, CFP®, AIF®
Financial Advisor
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Kim Lillehaug, CPA/PFS, CFP®
Financial Advisor
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Kristi Sanz, CRPC®
VP of Practice Development
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Mark Berger, CFP®, EA
Principal, CCO
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Nick Asmus
Chief Executive Officer
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Ryan Kompelien, CFP®
Financial Advisor
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Tyson Pettitt
VP of Mergers & Acquisitions
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