Chad Staskal, CFP®
Sr. Wealth Advisor
David Stuehling, CFP®, CHFC®, CLU®, TPCP®
Wealth Advisor
Jeff Witt, CFA®, CFP®, CIPM®
Sr. Wealth Advisor
John Swanson
Sr. Wealth Advisor
Matthew Hobson
Wealth Advisor
Suzanne Daniel, CFP®
Wealth Advisor
Jill Abell
Manager, Client Service
Miranda Nusbaum
Sr. Client Service Specialist
Virginia Cramp
Sr. Client Service Specialist
Duncan Wilk, CFP®
Regional Vice President
Jake Springer
Financial Planner
Hans Doorn, CPA
Director, Tax Services
Kimberly Brush, EA, LTC
Sr. Tax Associate

