Tyler Schaefer
Sr. Manager, Client Development Associate
Charles Pastor, CFP®
Manager, Sr. Financial Planner
Jim Bagnato, CFP®, RICP®
Manager, Sr. Financial Planner
Michael Van Boening, CFP®, RICP®, CCFC
Director, Financial Planning
Nicholas Kneibert
Financial Planner
William (Irish) Harrigan
Financial Planner
Logan L. Baker, J.D., LL.M., MBA
Director, Wealth Strategy — Estate Planning
Josh Gustafson
Executive Managing Partner
Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth

