Partners
Jeffrey J. Casey
CFP®, ChFC®, AIF®
Ken Evangelista
Adam Lesperance
CFP®, ChFC®, AIF®
Anthony J. Mazzali
CFP®, ChFC®
Advisory Team
Richard Adams
CFP®, ChFC®, AIF®
Austin Brown
Brent Bruggink
CPFA®
Jonathan L. Cohen
CFP®, CIMA®
Kayleigh Dengler
REBC®
Alex Denno
AIF®
Grant Dunatchik
ChFC®
Lorena Fales
Angie Fenner
Marsha Fielder
Eric Fritz
RICP®
Karen Fritz
Alexandria Fulton
Todd Iannarelli
Kimberly L. Libby
Suzanne Marlow
REBC®, SHRM-CP®
Selena Meser
EA
Ashley Mussleman
Steve Pake
Scott Palomaki
AIF®
Parke G. Petersen
LUTCF®, AIF®
Eli Richardson
Nick Schafer
Keyen Shepler
Tyler Sigmon
Christy Taylor
Nathan Traxler
Christian Whitehead
CFP®, ChFC®, AIF®
Josiah Whitten
Investment Team
Joe Crumley
Oliver Gooden
CFA
Nicole Kane
Operations Team
McKenna Arkell
Sue Butcher
Kim Capone
Donna Dzigal
Laura Farmer
Dan Schrock, Jr.
Jennifer Kolasa
Peyton Petersen
Jane Pratt
Lucky Rajaram
Ariel Reque
Katie Sullivan
Nick Thiede
MBA
Brian Walker
AIF®
Advisory Board
Keith Armstrong
Jeb Burns
Anthony J. Mazzali
CFP®, ChFC®
