Geoff Nelson, MBA, CFP®
Regional Vice President
George Bruneau
Regional Vice President
Jackie Steczkowski
Regional Sales Associate
James Kennedy
Client Development Associate
John Mazzei, CFP®
Regional Vice President
John Walker
Regional Vice President
Jonathan Wilson, CFP®, EA
Sr. Wealth Advisor
Kaz Woodward, CFP®, CPWA®
Regional Vice President
Kelly Gaur
Regional Vice President
Kent Thomson
Regional Vice President
Kevin Dillon, CFP®, CRPC®
Regional Vice President
Kevin Meyersburg
Regional Vice President
Leah Manderson
Regional Vice President
Lisa Goodman
Regional Vice President
Marc A. Normann
Sr. Vice President
Marcus Williams
Regional Vice President
Mckenna Wieser, CFP®
Regional Vice President
Mike Turley
Regional Vice President
Mitch Fiereck, CFP®, CRPC®, APMA®
Regional Vice President
Pablo Fitting
Regional Vice President

