
Jessica Caruso, CFP®
Executive Managing Director

Karrie Spencer, CFP®
Managing Director

James Roundy, CFP®
Wealth Advisor

Jennifer Currin Gutridge, CFP®
Sr. Wealth Advisor

Kyle Dodrill, CFP®, APMA™
Wealth Advisor

Mike Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor

Sarah Elise Berry, CFP®
Sr. Wealth Advisor

Stephen Crabb, CFP®
Wealth Advisor

Duncan Wilk, CFP®
Regional Vice President

Travis Poulos, CFP®
Regional Vice President

Nikki Ivins
Sr. Regional Client Development Associate

Alexandra Mendoza
Financial Planner

Theresa Bedard
Manager, Portfolio Consultant

Brittani Woodruff
Client Service Specialist

Carolyn Ann Muller
Client Service Specialist

Erin Larsen
Client Service Specialist

Erin Wheatcraft, FPQP™
Client Service Manager, Wealth Path Group

Korina Kaio-Maddox
Manager, Client Service

Laurie Macielinski
Client Service Specialist

Mary Hamshou
Sr. Manager, Client Service