Tyler Weinrich
Client Service Specialist
Victoria Toledo
Service Operations Associate
Vivian Covert
Client Service Specialist
Zach Butler
Client Service Specialist
Andrew Thompson
Regional Vice President
David Goodman
Regional Vice President
Eric Sirjord
Regional Vice President
Mckenna Wieser, CFP®
Regional Vice President
Scott Baber
Regional Vice President
Douglas Gilbert
Sr. Vice President
Jacques Jagr
Sr. Client Development Associate
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
Kara Sweet, CPA
Tax Manager
Logan L. Baker, J.D., LL.M., MBA
Director, Wealth Strategy — Estate Planning
Josh Gustafson
Executive Managing Partner
