Operations & Support

Carson is an Information Systems Associate who contributes to optimizing technology services and solutions for the team. He is passionate about innovation and problem-solving and

Maren is an experienced Operations Associate who supports the team by helping monitor the firm’s budgets and financial information. She graduated from the University of

Rece Dietrich brings a range of digital marketing experiences to our Marketing Team. He holds a Communication Degree from the University of Minnesota-Duluth. Rece helps

Kolton is an Information Systems Associate who manages our in-house technology services and client database, and he currently resides in Chippewa Falls, WI. Outside of

Valerie is an Operations Associate who helps coordinate the incoming and outgoing client communications in the office, provides administrative support to internal teams, assists with

Laurie has many years in customer service-related fields. She serves as our ambassador to welcome clients to our office with her bright smile and contagious

Leah is a Client Service Associate who assists in preparing paperwork for clients and handling client requests. Leah has several years of customer service experience

As the Director of Operations, Paige ensures the firm is focused, organized, and poised for future growth. She manages the company’s day-to-day operations, including technology,

Michelle is an Operations Manager who helps prepare financial plans for client meetings, makes updates to client information, and assists with account monitoring. Michelle holds

Kylie brings 17 years of customer service experience and enthusiasm to our Operations Team. She assists in preparing financial advisors for client meetings, updating client