Cailin Johnson, CFP
Associate Wealth Advisor
Charles Schwinck
Wealth Advisor
Evan Bachman, CFP®, AWMA
Wealth Advisor
Jake Meza, CFP®
Wealth Advisor
Jeffrey Lokken, CFP®
Sr. Wealth Advisor
John Mowery, CFP®, MBA
Wealth Advisor, Director
Jon Kennedy, CFP®, MSFS
Managing Director, Regis Group
Nancy Hughes, CFP®, CAP®
Sr. Wealth Advisor
Ryan Bly, CPFA®, CEPA. NQPC™
Wealth Advisor, Retirement Plans
Lucas Schwaller, CTFA®, CES®
Sr. Vice President
Mitch Fiereck, CFP®, CRPC®, APMA®
Regional Vice President
Colin Watkins, CFP®
Director, Financial Planning
Madeline Longo, CFP®
Sr. Financial Planner
Mark Pletts
Sr. Wealth Advisor
Benjamin Sjodin
Relationship Manager
Karin Fure
Sr. Client Service Specialist
Mary Mortensen
Client Service Specialist
Sally Toomey
Client Service Specialist
Sydney Shearer
Manager, Client Services
Emily Ferrazzo
Sr. Retirement Specialist
