Laura Combs, CFP®, MBA
Executive Managing Director
Ben Rowse, CFP®, CAIA®
Wealth Advisor, Director
Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®
Sr. Wealth Advisor
Brittany Rice, CFP®, CDFA®
Sr. Wealth Advisor
Drew Harper, CFA®, CFP®, CAIA®
Sr. Wealth Advisor
Gabrielle Mollick, CFP®, CSRIC™
Wealth Advisor
Ian Freemire, CFP®, EA
Sr. Wealth Advisor
James Telfer, CFP®, CSRIC®
Wealth Advisor, Director
Jason Halko, CFP®
Wealth Advisor
Joshua Fremit, CFP®
Wealth Advisor
Julia Messineo, CFP®
Wealth Advisor
Kristen Comeau
Regional Vice President
Andrew Thompson
Regional Vice President
David Goodman
Regional Vice President
Eric Sirjord
Regional Vice President
Mckenna Wieser, CFP®
Regional Vice President
William (Scott) Baber
Regional Vice President
Tyler Schaefer
Manager, Client Development Associate
Craig Kinnunen
Sr Financial Planner

