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

