
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®
Sr. Wealth Advisor

Drew Harper, CFA®, CFP®, CAIA®
Sr. Wealth Advisor

Emily Messegee, CFP®
Wealth Advisor, Sr. Director

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

Maeve Lehman, CFP®
Sr. Wealth Advisor

Sandra Laskowski, 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
Regional Vice President

William (Scott) Baber
Regional Vice President