Zachery Wingate
Wealth Strategist
Amanda Reed
Sr. Manager, Client Service
Benjamin Sjodin
Relationship Manager
Chelsy Nikolish
Sr. Client Service Specialist
Karin Fure
Sr. Client Service Specialist
Mary Mortensen
Client Service Specialist
Stacie Hostetler
Sr. Client Service Specialist
Sydney Shearer
Manager, Client Services
Emily Ferrazzo, CPFA®, QKA®
Sr. Retirement Specialist

