Paul W. Ewing CFP®
Chief Executive Officer
Glenda S. Christopherson
Chief Operations Officer
Angela R. Brill CFP®, AIF®, MBA, CDFA™
President
Brett R. Jergens CFA, CFP®, CPA
Chief Investment Officer
William T. Easley CFP®, ChFC®, AIF®
Partner / Financial Advisor
Joseph J. Pelle, Jr. AIF®, QKA
Partner / Director of Employer Sponsored Retirement Plans
Joel S. Morrison CFP®, CFS®
Financial Advisor
David T. Martin CFP®
Financial Advisor
Ryan P. Forster CFP®, AIF®
Financial Advisor
Kelly Stiefel Arias CFP®, MBA
Financial Advisor
Barbara McMahon CFP®, MBA, CMFC®, CRPC®, AIF®
Financial Advisor
Daniel J. Derrig CFP®, MBA
Financial Advisor
Kent E. Rains CRPC
Financial Advisor
Christopher J. Dziak
Financial Professional
Sara N. Stebbins
Analyst Team Manager
Cole A. Christopherson
Investment Analyst
Colin J .Flathman
Registered Professional
Brad Hemmer CMFC®
Partner / Planning Team Analyst
Tanner A. Miller
Planning Team Analyst
Carter W. Dye CFP®
Planning Team Analyst
Carter Ewing
Planning Team Associate
Joel Alderson
Planning Team Associate
Jessica Franz-Martin FPQP™
Client Services Manager
Stasha A. Case
Client Service Representative
Loretta C. Bills
Client Service Representative
Amber L. Roane
Client Relationship Manager
Jordan S. DeLeon
Client Service Representative
Connie E. Martin
Client Service Representative
Mary C. Managhan
Client Relationship Manager
Maxine "Max" Christensen
Client Service Representative
Kurtis J. Roebuck
Client Services Associate
Michelle I. Sergent
Client Service Representative
Trudy L. Hurley
Client Service Associate
Jennifer M. Stiles
Client Service Associate
Celia S. Thompson
Operations Team Manager
Nell Waugh
Administrative Assistant
Carlee N. Ray
Operations Team Lead - Brokerage
Josh Reed
Communications and Operations Associate
Sally B. Jenkins
Director of Business Administration
Scott A. Sirois
Director of Information Technology
Scott R. Kruse
IT Support Associate
Strategic Team Members
Stanley Smiley
SVP | Tax Planning
Juliet Hendrickson
Senior Tax Attorney
Zarina Sullivan
Complex Financial Consultant