Meet Our Experienced Team
We are here to help you reach your unique financial goals.
Everything at our firm truly requires a team effort. As a client, you work with a team of financial professionals who strive to provide consistent communication and follow-through to help you reach your goals.-
Advising
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Ty A. Bernicke CFP®
President, Senior Wealth Manager
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Brandon R. Bishop
Wealth Manager
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Daniel V. Estenson CFP®, AIF®
Wealth Manager
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Karlyn R. Etheridge CSEP®
Chief Compliance Officer
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Susan K. Severson
Lead Wealth Manager
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Paraplanning
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Lindsey M. Hendrickson
Paraplanner
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Leah C. Janicki
Paraplanner
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Michelle Klass Paraplanner
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Kristie L. Weber
Paraplanning Manager
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Financial Planning
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Katie J. Aubart
Financial Planner
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Michelle K. Long
Financial Planner
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Investment Management and Trading
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Scott T. Thom
Lead Portfolio / Research Associate
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Client Service
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Cathryn S. Shill
Client Service Associate
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Compliance
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Dana M. Chubner
Compliance Associate
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Karlyn R. Etheridge CSEP®
Chief Compliance Officer
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Lynn M. Olson
Senior Compliance Associate
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Melissa M. Shupe
Compliance Associate
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