Laura Combs, CFP®, MBA
Executive Managing Director
Cailin Johnson
Associate Wealth Advisor
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
Managing Director, Regis Group
Nancy Hughes, CFP®, CAP®
Sr. Wealth Advisor
Ryan Bly, CPFA® CEPA
Wealth Advisor, Retirement Plans
Lucas Schwaller, CTFA®, CES®
Sr. Vice President
Mitch Fiereck, CFP®, CRPC®, APMA®
Regional Vice President
Charles Schwinck
Financial Planner
Colin Watkins, CFP®
Director, Financial Planning
Madeline Longo, CFP®
Sr. Financial Planner
Mark Pletts
Sr. Wealth Advisor
Benjamin Sjodin
Relationship Manager
Karin Fure
Sr. Client Service Specialist
Mary Mortensen
Client Service Specialist
Sally Toomey
Client Service Specialist
Sydney Shearer
Manager, Client Services
