Nick Bond, CFP®, MBA
Sr. Wealth Advisor
Nick Jensen, CPA, CFP®
Wealth Advisor
Nick McDowell, CFP®
Wealth Advisor
Nicole Brandon
Sr. Wealth Advisor
Nicole Mosley, CFP®
Wealth Advisor
Nnamdi Odi, CFP®, MBA
Sr. Wealth Advisor
Noah Reichert, MSFP, CFP®, AIF®
Wealth Advisor
Olha Paluch, CFP®, CTFA™
Wealth Advisor
Pamela Postma, CFP®, MBA
Sr. Wealth Advisor
Parker Landolf, CFP®
Wealth Advisor
Pat Wynne, CFP®
Wealth Advisor
Patrick Comer, CFP®
Sr. Wealth Advisor
Patrick Lee, CFP®
Wealth Advisor
Patrick Moody, CFP®
Wealth Advisor
Paul Baumbach, CFP®, CFA™
Sr. Wealth Advisor
Paul C. Barbehenn, CFA®, CFP®
Sr. Wealth Advisor
Petra Chien, CFP®, CEPA®, EA
Sr. Wealth Advisor
Phillip Swenson, CFP®
Sr. Wealth Advisor
R. Andrew Nurse, MBA, CFP®, CPFA®
Wealth Advisor, Retirement Plans
Rafael Arellano, CFP®
Sr. Wealth Advisor

