Jessica Caruso, CFP®
Executive Managing Director
Karrie Spencer, CFP®
Managing Director
David Stuehling, FP®, ChFC®, RICP®
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
Duncan Wilk, CFP®
Regional Vice President
Travis Poulos, CFP®
Regional Vice President
Nikki Ivins
Sr. Client Development Associate
Alexandra Mendoza
Financial Planner
Theresa Bedard
Manager, Portfolio Consultant
Brittani Woodruff
Sr. 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
Sr. Client Service Specialist
