
Laura Combs, CFP®, MBA
Executive Managing Director

Dane Sauer, CFP®
Wealth Advisor, Sr. Director

Dana DeLance, CFP®
Wealth Advisor

Grace Bossert, CFP®
Wealth Advisor

Herman Tkach
Wealth Advisor

Lauren Rosberg, CFP®, CRPC®, CDFA®, AEP®
Wealth Advisor

Ryan Bly, CPFA® CEPA
Wealth Advisor, Retirement Plans

Lucas Schwaller, CTFA®, CES®
Sr. Vice President

Dominic Colletti, CFP®
Regional Vice President