Advising
Ty A. Bernicke
, CFP®
President, Executive Wealth Manager
Dan V. Estenson
, CFP®, AIF®
Lead Wealth Manager
Lindsey M. Hendrickson
, CFP®
Wealth Manager
Steve P. Latham
, CFA, CFP®
Chief Investment Officer
Tenner C. Stoe
, CFP®
Wealth Manager
Mitchell A. VanDenMeerendonk
, CFP®
Wealth Manager
Paraplanning
Katie Aubart
Paraplanner
Annasia Ford-McCollum
Paraplanner
Kylie Martens
Paraplanner
Billy Peterson
Paraplanner
Tasha Strand
Paraplanner
Haley Turk
Paraplanner
Kristie Weber
Director of Wealth Services
Operations & Support
Maren Bernicke
Operations Associate
Kolton Dupey
Information Systems Associate
Valerie Hemenway
Operations Associate
Laurie Jacobson
Office/Event Coordinator
Leah Janicki
Client Service Associate
Paige Logslett
Director of Operations
Michelle Long
Operations Manager
Janelle Patenaude
Marketing Associate
Cathryn Shill
Client Service Associate
Kayla Siebert
Operations Associate
Rece Dietrich
Digital Marketing Specialist