Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth
Dane Sauer, CFP®
Managing Partner
Matthew R. Bohrer
Managing Partner
Jason Sobolik, CFP®
Wealth Advisor
Jeffrey Lokken, CFP®
Sr. Wealth Advisor
Ryan Bly, CPFA®, CEPA. NQPC™
Wealth Advisor, Retirement Plans
Lucas Schwaller, CTFA®, CES®
Managing Director, Community Client Development
Mitch Fiereck, CFP®, CRPC®, APMA®
Regional Vice President
Haana Frank, CFP®
Manager, Sr. Financial Planner
Meghan Frank
Client Service Specialist
Merideth Gillis
Client Service Specialist
Nathan Schams
Client Service Specialist

