Dallin Sorensen
Financial Planner
Daniel Cook
Financial Planner
Daniel Lime, CFP®
Sr. Financial Planner
Evan Salter
Financial Planner
Federico Avendano
Wealth Strategist
Grant Habersetzer, MSFP
Wealth Advisor
Grant Wilson
Manager, Wealth Strategist
Haana Frank, CFP®
Director, Financial Planning
Hannah Van Essen
Financial Planner
Harrison Sedmak
Financial Planner
Harrison Vogel
Financial Planner
Jacob Cedor
Financial Planner
Jake Springer
Financial Planner
James Justus, CFP®
Sr. Financial Planner
Jarrod Brock
Financial Planner
Jennifer Baick, MBA, CFP®, CDFA
VP, Financial Planning Group
Jim Bagnato, CFP®, RICP®
Manager, Sr. Financial Planner
Joanna Geier, FPQPTM, CFP
Sr. Wealth Strategist, Ascend
John Paul Bradley, CFP®, CPWA®
Financial Planner

