Partners
Jeffrey J. Casey
CFP®, ChFC®, AIF®
Ken Evangelista
Adam Lesperance
CFP®, ChFC®, AIF®
Anthony J. Mazzali
CFP®, ChFC®
David M. Robinson
CFP®, ChFC®, CLU®
Advisory Team
Richard Adams
CFP®, ChFC®, AIF®
Karen Almond
Tony Bagneschi
CFP®, EA, RICP®
Austin Brown
Brent Bruggink
CPFA®
Jonathan L. Cohen
CFP®, CIMA®
Kayleigh Dengler
REBC®
Alex Denno
AIF®
Grant Dunatchik
Lorena Fales
Angie Fenner
Marsha Fielder
Karen Fritz
Eric Fritz
RICP®
Alexandria Fulton
Todd Iannarelli
Austin Inman
Stacy Kusky
Kimberly L. Libby
Nkaujzong Lo
Suzanne Marlow
REBC®, SHRM-CP®
Selena Meser
EA
Ashley Mussleman
Matt O’Neil
CFP®, ChFC®, AIF®, REBC®
Steve Pake
Scott Palomaki
AIF®
Mark D. Parker
Nathan Pesch
CFP®
Parke G. Petersen
LUTCF®, AIF®
Jeffrey Roman
CFP®, AIF®
Keyen Shepler
Tyler Sigmon
Christy Taylor
Christian Whitehead
CFP®, ChFC®, AIF®
Josiah Whitten
Investment Team
Joe Crumley
Oliver Gooden
CFA
Nicole Kane
Operations Team
Sue Butcher
Kim Capone
Donna Dzigal
Jennifer Kolasa
Peyton Petersen
Jane Pratt
Katie Sullivan
Nick Thiede
MBA
Brian Walker
AIF®