Andra Reason, CPA, CFP®
Partner
John Mowery, CFP®, MBA
Principal
Lauren Kaniuk, CFP®
Wealth Advisor
Matt Busick, CFP®, CRPC®
Sr. Wealth Advisor
Neal Gudmunson, CFP®, EA
Wealth Advisor
Ryan Bly, CPFA®, CEPA. NQPC™
Wealth Advisor, Retirement Plans
Kaz Woodward, CFP®, CPWA®
Regional Vice President
Amanda Reed
Sr. Manager, Client Service
Chelsy Nikolish
Sr. Client Service Specialist
Lindsey Starostka
Client Service Specialist
Stacie Hostetler
Sr. Client Service Specialist
Kara Dorothy
Sr. Financial Planner
Will Bridges
Financial Planner
Zachery Wingate
Wealth Strategist
Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth

