
Laura Combs, CFP®, MBA
Executive Managing Director

Matthew R. Bohrer
Managing Director

Jason Sobolik, CFP®
Wealth Advisor

Jeffrey Lokken, CFP®
Sr. Wealth Advisor

Tracey Turko, CFP®, MPAS®, AEP
Sr. Wealth Advisor, Sr. Director

Lucas Schwaller, CTFA®, CES®
Sr. Vice President

Haana Frank, CFP®
Manager, Sr. Financial Planner

Meghan Frank
Client Service Specialist

Merideth Gillis
Client Service Specialist