Laura Combs, CFP®, MBA
Executive Managing Director
Ben Rowse, CFP®, CAIA®
Wealth Advisor, Director
Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®
Sr. Wealth Advisor
Brittany Rice, CFP®
Sr. Wealth Advisor
Bruce R. Bendell, CPA, PFS
Sr. Wealth Advisor
Cameron Willcox, CFP®, EA
Wealth Advisor
Christopher S. Murphy, CFP®
Wealth Advisor
Chuck Breuch, CFP®
Sr. Wealth Advisor
Drew Harper, CFA®, CFP®, CAIA®
Sr. Wealth Advisor
Emily Messegee, CFP®
Wealth Advisor, Sr. Director
Gabrielle Mollick, CFP®, CSRIC™
Wealth Advisor
Ian Freemire, CFP®, EA
Wealth Advisor
James Telfer, CFP®, CSRIC®
Wealth Advisor, Director
Jason Halko, CFP®
Wealth Advisor
John Freemire, CFP ®
Wealth Advisor
Joshua Fremit, CFP®
Wealth Advisor
Julia Messineo, CFP®
Wealth Advisor
Logan Donovan, CFP®
Wealth Advisor
Maeve Schmid, CFP®
Wealth Advisor
