Jessica Caruso, CFP®
Executive Managing Partner, West Division
Karrie Spencer, CFP®
Managing Partner
David Stuehling, CFP®, CHFC®, CLU®, TPCP®
Wealth Advisor
James Roundy, CFP®, CEPA
Wealth Advisor
Jennifer Currin Gutridge, CFP®
Sr. Wealth Advisor
Kyle Dodrill, CFP®, APMA™
Wealth Advisor
Michael Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor
Sarah Elise Berry, CFP®
Sr. Wealth Advisor
Stephen Crabb, CFP®
Wealth Advisor
Brittani Woodruff, FPQP™
Service Operations Associate
Carolyn Ann Muller
Service Operations Associate
Erin Larsen
Service Operations Associate
Erin Wheatcraft, FPQP™
Client Service Manager, Wealth Path Group
Korina Kaio-Maddox
Sr. Manager, Client Service
Laurie Macielinski
Relationship Manager
Mary Hamshou
Sr. Manager, Client Service
Michon McCabe
Relationship Manager
Piper Baker
Relationship Manager
Duncan Wilk, CFP®
Regional Vice President
Travis Poulos, CFP®
Regional Vice President
