Courtney Mersereau, CFP®, CDFA®
Wealth Advisor
David Stuehling, CFP®, CHFC®, CLU®, TPCP®
Wealth Advisor
Kathi McMahon, CFP®
Wealth Advisor
Kyle Dodrill, CFP®, APMA™
Wealth Advisor
Michael Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor
Reece Betcher, CFP®
Wealth Advisor
Stephen Crabb, CFP®
Wealth Advisor
Duncan Wilk, CFP®
Regional Vice President
Karrie Spencer, CFP®
Managing Partner
Alex Krenek, J.D.
Regional Vice President
Maxwell Baumann, CWS®
Regional Vice President
Travis Poulos, CFP®
Regional Vice President
David Buchanan
Relationship Manager
Jack Robertson
Service Operations Associate
Korina Kaio-Maddox
Sr. Manager, Client Service
Lily Jackson
Client Service Specialist
Lindsey Sundara
Service Ops Associate
Mary Hamshou
Sr. Manager, Client Service
Piper Baker
National Client Service Specialist
Alice Haneman
Financial Planner

