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, Executive Wealth Manager
Advising
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Brandon R. Bishop Wealth Manager
Advising
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Daniel V. Estenson CFP®, AIF®, Wealth Manager
Advising
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Lindsey M. Hendrickson Wealth Manager/Business Development Associate
Advising/Sales & Marketing
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Paraplanning
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Katie J. Aubart Paraplanner
Paraplaning
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Michelle Klass Paraplanner
Paraplanning
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Kristie L. Weber Paraplanning Manager
Paraplanning
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Operations & Support
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Maren A. Bernicke Operations Associate
Operations
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Emily E. Duss Director of Sales & Marketing
Sales & Marketing
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Valerie J. Hemenway Operations Associate
Operations
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Laurie J. Jacobson Office/Event Coordinator
Operations
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Leah C. Janicki Client Service Associate
Client Service
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Paige E. Logslett Director of Operations
Operations
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Michelle K. Long Operations Manager
Financial Planning
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Lynn M. Olson Senior Compliance Associate
Compliance
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Cathryn S. Shill Client Service Associate
Client Service
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Siobhann Steindorf Information Systems Manager
Technology
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