Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth
Dane Sauer, CFP®
Managing Partner
Grace Bossert, CFP®
Wealth Advisor
Logan Donovan, CFP®
Wealth Advisor
Ryan Bly, CPFA®, CEPA. NQPC™
Wealth Advisor, Retirement Plans
Lucas Schwaller, CTFA®, CES®
Managing Director, Community Client Development
Dominic Colletti, CFP®
Regional Vice President
Mitch Fiereck, CFP®, CRPC®, APMA®
Regional Vice President
Aaron Bauer, CFP®, CSLP®
Sr. Manager, Financial Planning
Lindsey Wetzel, CFP®
Financial Planner

