Jessica Caruso, CFP®
Executive Managing Partner, West Division
Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth
Jim Czirr, CFP®, CFA
Partner
Karrie Spencer, CFP®
Managing Partner
Alexa Willis, CFP®
Wealth Advisor
Brian Norris, CFP®, CPFA®
Sr. Wealth Advisor
Courtney Mersereau, CFP®
Wealth Advisor
David Stuehling, FP®, ChFC®, RICP®
Wealth Advisor
Frank Piccolo, CFP®, EA
Wealth Advisor
Kathi McMahon, CFP®
Wealth Advisor
Kyle Dodrill, CFP®, APMA™
Wealth Advisor
Michael Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor
Reece Betcher, CFP®
Wealth Advisor
Stephen Crabb, CFP®
Wealth Advisor
Duncan Wilk, CFP®
Regional Vice President
Alex Krenek
Regional Vice President
Travis Poulos, CFP®
Regional Vice President
Alexandra Mendoza
Financial Planner
Grant Habersetzer
Financial Planner
Lindsay Stuart, CFP®
Sr. Financial Planner

