Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth
Dane Sauer, CFP®
Managing Partner
Carin Roman, CFP®
Wealth Advisor
Dana DeLance, CFP®
Wealth Advisor
Grace Bossert, CFP®
Wealth Advisor
Lauren Rosberg, MA, CFP®, CRPC®, CDFA®, AEP®
Wealth Advisor
Ryan Bly, CPFA®, CEPA. NQPC™
Wealth Advisor, Retirement Plans
Tom Herzing, CFP®
Sr. Wealth Advisor
Lucas Schwaller, CTFA®, CES®
Managing Director, Community Client Development
Dominic Colletti, CFP®
Regional Vice President
Ellie Johnson
Client Development Associate
Max Bromley
Regional Vice President
Tunia Mycyk, AIF® CRPS®
Regional Vice President
Marzena Hanek
Client Development Associate
Haana Frank, CFP®
Manager, Sr. Financial Planner
Linda Wieczorek, MBA, AIF
Sr. Financial Planner
Joy Kaczmarek
Manager, Client Service
Lucas Hallal
Client Service Specialist
Meghan Frank
Client Service Specialist
Tabitha Seldomridge
Sr. Client Service Specialist
