Search results for:
Yvonne Jimenez
Partner
David Ricci, CFP®
Regional Vice President
Duncan Wilk, CFP®
Regional Vice President
Alex Krenek
Regional Vice President
Bryan Cantrell
Regional Vice President
Dakota Endres
Associate Regional Vice President
David Baratta, MBA
Sr. Partner, Regis Group
Kent Thomson
Regional Vice President
Marc A. Normann
Sr. Vice President
Rich Munneke
Regional Vice President
Travis Poulos, CFP®
Regional Vice President
Nikki Ivins
Sr. Client Development Associate
Susy Gibo
Sr. Client Development Associate
Alexandra Mendoza
Financial Planner
Lindsay Stuart, CFP®
Sr. Financial Planner
Lucas Verstegen
Sr. Tax Manager
Melissa Van Dusen, CPA
Sr. Tax Associate
Theresa Bedard
Manager, Portfolio Consultant
Brittani Woodruff
Sr. Client Service Specialist
Carolyn Ann Muller
Client Service Specialist
