Advising
Ty A. Bernicke
, CFP®
President, Executive Wealth Manager
Dan V. Estenson
, CFP®, AIF®
Lead Wealth Manager
Lindsey M. Hendrickson
Wealth Manager
Steve P. Latham
, CFA, CFP®
Chief Investment Officer
Tenner C. Stoe
, CFP®
Wealth Manager
Paraplanning
Katie J. Aubart
Paraplanner
Jordan E. Boswell
Paraplanner
Annasia Ford-McCollum
Paraplanner
Michelle M. Klass
Paraplanner
Tasha M. Strand
Paraplanner
Mitch A. VanDenMeerendonk
Associate Wealth Manager
Kristie L. Weber
Director of Wealth Services
Operations & Support
Maren A. Bernicke
Operations Associate
Kolton J. Dupey
Information Systems Associate
Valerie J. Hemenway
Operations Associate
Laurie J. Jacobson
Office/Event Coordinator
Leah C. Janicki
Client Service Associate
Paige E. Logslett
Director of Operations
Michelle K. Long
Operations Manager
Kayla J. Nelson
Operations Associate
Lynn M. Olson
Senior Compliance Associate
Cathryn S. Shill
Client Service Associate
