Merideth Gillis
Client Service Specialist
Nathan Schams
Client Service Specialist
Lucas Schwaller, CTFA®, CES®
Managing Director, Community Client Development
Anthony Koehler, CFP®, MBA
Regional Vice President
Mitch Fiereck, CFP®, CRPC®, APMA®
Regional Vice President
Shannon Gaskin
Regional Vice President
Alexis Wilkinson
Financial Planner
Haana Frank, CFP®
Manager, Sr. Financial Planner
Alex Moore, CFA, CPA
Vice President, M&A Partner Development

