Meet The Team
Find a Financial Advisor
- Adriane M Sasaki
- Amy Jamison
- Beth Halvorson
- Brooke C Baker
- Carleen M Dunagan
- Carol Dent
- Carolyn Meyer
- Chas Wilson
- Ciarra DiPiazza
- Deanna Hoyt
- Debora Dinehart
- Drew Henrickson, CFP®, CEPA®
- Edward C Ventham, MBA
- Glenn Barker
- Harold Boucher
- Jacob Dusek
- Jane Sobottka, ChFC®, CLU®
- Jeanette S Stofleth, C(k)P®
- Jennifer Brandt
- Jessica Ames
- John C Brunk, AIF®
- Jon Winegrad, MBA, CFC®, CRPS®
- Jon Schuette, MBA, NSSA®
- Kenneth Hughie
- Kristen Dunder
- Kristin Jordan
- Kurt E Chase, CFP®, CLU®
- Lauren Richter
- Merry H Dooley, CFP®, CWS®, NSSA®
- Michael Henson
- Patrick Hale, CRC®
- Rhonda R Arnett, CFP®, CPA
- Sean Breen, CRPC®
- Stephen Poole, CWS®
- Tania Lompa
- Tom Godwin, CEPA®, AIF®
- Valerie Nolan
- Wendy Baldwin
- Will Moran




Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.