
Dave Werle, CFP®, CSRIC®
Wealth Advisor

Jennifer Adams, CFP®, CDFA ®, CSRIC ®
Sr. Wealth Advisor

Kathryn Beach, CFP®
Wealth Advisor

Kristen Revis
Financial Planner

Carson Durham
Client Service Specialist

Helen Shingler
Sr. Manager, Client Service

Karin Osofsky
Client Service Specialist

Paul Gustafson
Client Service Specialist