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®
Hunter Brown
Austin Brown
ChFC®
Brent Bruggink
CPFA®
Jonathan L. Cohen
CFP®, CIMA®
Kayleigh Dengler
REBC®
Alex Denno
AIF®
Grant Dunatchik
CFP®, ChFC®, CEPA®
Lorena Fales
Angie Fenner
Marsha Fielder
Drew Finnegan
Eric Fritz
RICP®
Karen Fritz
Alexandria Fulton
ChFC®
Mike Gillespie
AIF
Michael Graves
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®
Connor Porrell
Elijah Richardson
CFP®
Nick Schafer
Keyen Shepler
Tyler Sigmon
Christy Taylor
Nathan Traxler
Christian Whitehead
CFP®, ChFC®, AIF®
Josiah Whitten
Investment Team
Joe Crumley
Oliver Gooden
CFA
Operations Team
Erin Allison
McKenna Arkell
Jora Brummette
Sue Butcher
Kim Capone
Donna Dzigal
Laura Farmer
Scott Hiipakka
Dan Schrock, Jr.
Jennifer Kolasa
Jessica Mihlfeld
Peyton Petersen
Jane Pratt
Lucky Rajaram
Ariel Reque
Daniel Sealy
Katie Sullivan
Brian Walker
AIF®
Advisory Board
Keith Armstrong
Jeb Burns
Anthony J. Mazzali
CFP®, ChFC®
