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
-
Ty A. Bernicke CFP®
President, Senior Wealth Manager
View Bio
-
Michael G. Brahmer CPA, CFP®
Vice President of Wealth Services
View Bio
-
Angela M. Carstens
Lead Wealth Manager
View Bio
-
Daniel V. Estenson CFP®, AIF®
Wealth Manager
View Bio
-
Karlyn R. Etheridge CSEP®
Chief Compliance Officer
View Bio
-
Susan K. Severson
Lead Wealth Manager
View Bio
-
Paraplanning
-
Brandon R. Bishop
Paraplanner
View Bio
-
Lindsey M. Hendrickson
Paraplanner
View Bio
-
Kristie L. Weber
Paraplanner
View Bio
-
Financial Planning
-
Katie J. Aubart
Financial Planner
View Bio
-
Michelle K. Long
Financial Planner
View Bio
-
Investment Management and Trading
-
Scott T. Thom
Portfolio / Research Associate
View Bio
-
Client Service
-
Leah C. Janicki
Client Service Associate
View Bio
-
Molly E. O'Connell
Client Service Manager
View Bio
-
Cathryn S. Shill
Client Service Associate
View Bio
-
Stella A. Steinke
Client Service Associate
View Bio
-
Stacey R. Thom
Client Service Associate
View Bio
-
Compliance
-
Dana M. Chubner
Compliance Associate
View Bio
-
Karlyn R. Etheridge CSEP®
Chief Compliance Officer
View Bio
-
Lynn M. Olson
Senior Compliance Associate
View Bio
-
Melissa M. Shupe
Compliance Associate
View Bio
-
Marketing and Business Development
-
Angela C. Chandler
Client Service Associate
View Bio
-
Jody M. Shea
Business Development
View Bio
-
Erin M. Trowbridge
Marketing Director
View Bio