Jessica Caruso, CFP®
Executive Managing Director
Karrie Spencer, CFP®
Managing Director
Alexa Willis, CFP®
Wealth Advisor
Courtney Mersereau, CFP®
Wealth Advisor
David Stuehling, FP®, ChFC®, RICP®
Wealth Advisor
Kathi McMahon, CFP®
Wealth Advisor
Kyle Dodrill, CFP®, APMA™
Wealth Advisor
Michael Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor
Reece Betcher
Wealth Advisor
Stephen Crabb, CFP®
Wealth Advisor
Duncan Wilk, CFP®
Regional Vice President
Travis Poulos, CFP®
Regional Vice President
Alexandra Mendoza
Financial Planner
Lindsay Stuart, CFP®
Sr. Financial Planner
Chris Lang
Client Service Specialist
Korina Kaio-Maddox
Manager, Client Service
Lily Jackson
Client Service Specialist
Mary Hamshou
Sr. Manager, Client Service

