Laura Combs, CFP®, MBA
Executive Managing Director
Evan Bachman, CFP®, AWMA
Wealth Advisor
Jake Meza, CFP®
Wealth Advisor
Jeffrey Lokken, CFP®
Sr. Wealth Advisor
John Mowery
Wealth Advisor, Director
Jon Kennedy, CFP®, MSFS
Sr. Wealth Advisor
Nancy Hughes, CFP®, CAP®
Sr. Wealth Advisor
Ryan Bly, CPFA® CEPA
Wealth Advisor, Retirement Plans
Lucas Schwaller, CTFA®, CES®
Sr. Vice President
Mitchell (Mitch) Fiereck
Regional Vice President
Cailin Johnson
Financial Planner
Colin Watkins, CFP®
Director, Financial Planning
Madeline Longo, CFP®
Sr. Financial Planner
Mark Pletts
Sr. Wealth Advisor
Benjamin Sjodin
Sr. Client Service Specialist
Karin Fure
Sr. Client Service Specialist
Mary Mortensen
Client Service Specialist
Sally Toomey
Client Service Specialist
Sydney Shearer
Manager, Client Services
Emily Ferrazzo
Sr. Retirement Specialist
