Jon Kennedy, CFP®, MSFS
Managing Partner, Regis Group
John Mowery, CFP®, MBA
Principal
Cailin Johnson, CFP
Associate Wealth Advisor
Charles Schwinck, TPCP™
Wealth Advisor
Evan Bachman, CFP®, AWMA
Wealth Advisor
Jake Meza, CFP®
Wealth Advisor
Jeffrey Lokken, CFP®, ChFC
Sr. Wealth Advisor
Kira Kinsman, CFP®
Wealth Advisor
Mark Pletts
Sr. Wealth Advisor
Nancy Hughes, CFP®, CAP®
Sr. Wealth Advisor
Ryan Bly, CPFA®, CEPA. NQPC™
Wealth Advisor, Retirement Plans
Mitch Fiereck, CFP®, CRPC®, APMA®
Regional Vice President
Scott Rose
Regional Vice President
Benjamin Sjodin
Relationship Manager
Mary Mortensen
Client Service Specialist
Robert (Seth) Logan
Service Operations Associate
Sydney Shearer
Manager, Client Services
Anthony Welle, CFP®, AFFP®
Sr. Financial Planner
Madeline Trettel, CFP®
Wealth Strategist, Ascend
Lucas Schwaller, CTFA®, CES®
Managing Director, Community Client Development
