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
Jordan Holland, CFP®
Regional Vice President
Kaz Woodward, CFP®, CPWA®
Regional Vice President
Kelly Gaur
Regional Vice President
Kent Thomson, CRPC®
Regional Vice President
Kevin Dillon, CFP®, CRPC®
Sr. Vice President
Kevin Meyersburg
Regional Vice President
Leah Manderson
Regional Vice President
Lisa Goodman
Sr. Vice President
Marc A. Normann
Sr. Vice President
Marcus Christopher Williams, CFP®, CDFA®
Regional Vice President
Max Bromley
Regional Vice President
Mckenna Wieser, CFP®
Regional Vice President
Mike Turley
Regional Vice President
Mitch Fiereck, CFP®, CRPC®, APMA®
Regional Vice President

