Meet Our Team
Andrea Horsch
Office Administrator / Financial Services Assistant
P:
763-999-5589
E:
Audrey Crandall
Receptionist at Sun City West
P:
623-825-3173
E:
David J. Herbeck, CPA/PFS, ChFC®
Financial Advisor
P:
763-999-5599
E:
Lucas Auger, MSPFP, CFP®
Director of Client Services
P:
802-662-1602
E:
Kristi Sanz, CRPC®
Financial Advisor, Business Development Director
P:
763-999-5595
E:
Mark Berger, CFP®, EA
Financial Advisor, Principal
P:
763-999-5600
E:
Rebecca Fetterman, CFP®
Associate Financial Advisor
P:
802-662-0005
E:
Tyson Pettitt
Managing Director, Financial Advisor
P:
802-658-4040
E:
April Bortscheller, CFP®
President, Chief Operating Officer
P:
763-999-5575
E:
Christine Thomas, CFP®, CPA, MBA
Financial Advisor
P:
763-999-5584
E:
Kim Lillehaug, CPA/PFS, CFP®
Financial Advisor
P:
763-295-0442
E:
Larry Berger, CPA/PFS CFP®
Financial Advisor, Chairman
P:
763-746-2666
E:
Lorraine Craig, CFP®, MBA
Financial Advisor, MBA in FInancial Planning
P:
763-432-3988
