Partners
Jeffrey J. Casey
CFP®, ChFC®, AIF®
Ken Evangelista*
Adam Lesperance
CFP®, ChFC®, AIF®
Anthony J. Mazzali
CFP®, ChFC®
Matt O’Neil*
CFP®, ChFC®, AIF®, REBC®
Mark D. Parker*
Parke G. Petersen
LUTCF®, AIF®
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™
Justin Cason
Jonathan L. Cohen*
CFP®, CIMA®
Kayleigh Dengler
REBC®
Alex Denno
AIF®
Grant Dunatchik
Lorena Fales
Angie Fenner
Marsha Fielder
Eric Fritz*
RICP®
Karen Fritz*
Todd Iannarelli
Austin Inman
Stacy Kusky
Jodi Langolf
Kimberly L. Libby*
Nkaujzong Lo
Suzanne Marlow
REBC®, SHRM-CP®
Selena Meser
EA
Ashley Mussleman
Thomas Myers
EA
Jeffrey Newsome
Steve Pake
Scott Palomaki
AIF®
Grant Perry
ChFC®
Nathan Pesch
CFP®
Michael Rawls
Nathan Robinson
CFP®
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
Preston Livingston*
Brian Sumner
CFP®, CIMA®, ChFC®
Operations Team
Sue Butcher*
Kim Capone
Nicholas Chilenko
Donna Dzigal
Jennifer Kolasa
Peyton Petersen
Jane Pratt*
Katie Sullivan
Nick Thiede
MBA
Brian Walker*
AIF®
