Laura Combs, CFP®, MBA
Executive Managing Director
Dane Sauer, CFP®
Wealth Advisor, Sr. Director
Carin Roman, CFP®
Wealth Advisor
Dana DeLance, CFP®
Wealth Advisor
Grace Bossert, CFP®
Wealth Advisor
Lauren Rosberg, CFP®, CRPC®, CDFA®, AEP®
Wealth Advisor
Ryan Bly, CPFA® CEPA
Wealth Advisor, Retirement Plans
Tom Herzing, CFP®
Sr. Wealth Advisor
Lucas Schwaller, CTFA®, CES®
Sr. Vice President
Dominic Colletti, CFP®
Regional Vice President
Ellie Johnson
Regional Sales Associate
Tunia Mycyk, AIF® CRPS®
Regional Vice President
Marzena Hanek
Regional Sales Associate
Haana Frank, CFP®
Manager, Sr. Financial Planner
Linda Wieczorek, MBA, AIF
Sr. Financial Planner
Joy Kaczmarek
Manager, Client Service
Meghan Frank
Client Service Specialist
Tabitha Seldomridge
Sr. Client Service Specialist
Douglas Gilbert
Sr. Vice President
Hayley Block, MBA
Sr. Vice President of Wealth Operations and Experience
