Advising
Ty A. Bernicke
, CFP®
President & CEO
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®, CPWA®
Wealth Manager
Mitchell A. VanDenMeerendonk
, CFP®
Wealth Manager
Paraplanning
Katie Aubart
Paraplanner
Annasia Ford-McCollum
Paraplanner
Cathryn Shill
Paraplanner
Billy Peterson
Paraplanner
Tasha Strand
Paraplanner
Haley Turk
Paraplanner
Kristie Weber
Director of Wealth Services
Operations & Support
Carson Bakkala
Information Systems Associate
Maren Bernicke
Operations Associate
Rece Dietrich
Digital Marketing Specialist
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
Kylie Martens
Operations Associate
Janelle Patenaude
Marketing Associate
Kayla Siebert
Operations Associate
Nastacia Thomas
Operations Associate
