Lindsay Stuart, CFP®
Manager, Sr. Financial Planner
Rob Horwitz, CFP®
Sr. Financial Planner
Stephanie Moersfelder
Sr. Financial Planner
Theresa Bedard
Manager, Portfolio Consultant
Hans Doorn, CPA
Director, Tax Services
Kimberly Brush, EA, LTC
Sr. Tax Associate
Lucas Verstegen
Sr. Tax Manager
Brody Faltermeyer
Partner Integration Associate Project Manager

