
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

Karin Fure
Sr. Client Service Specialist

Sally Toomey
Client Service Specialist

Emily Ferrazzo
Sr. Retirement Specialist