Carin Roman, CFP®
Wealth Advisor
Dana DeLance, CFP®
Wealth Advisor
Grace Bossert, CFP®, CSRIC®
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
Dane Sauer, CFP®
Managing Partner
Dominic Colletti, CFP®
Regional Vice President
Ellie Johnson
Client Development Associate
Max Bromley, CRPC®
Regional Vice President
Gentry Pletts
Service Operations Associate
Joy Kaczmarek
Manager, Client Service
Lucas Hallal
Client Service Specialist
Meghan Frank
Client Service Specialist
Tabitha Seldomridge
Sr. Client Service Specialist
Linda Wieczorek, MBA, AIF
Sr. Financial Planner
Lucas Schwaller, CTFA®, CES®
Managing Director, Community Client Development
Marzena Hanek
Client Development Associate
Alisa Maute, CIMA®, CAIA℠
Head of Client Development
Hayley Block, MBA
Executive Managing Partner, Wealth Operations and Experience
