Associate Wealth Advisor
Continue readingMark Zwick
Tina Yang, CFP®
Senior Associate Wealth Advisor
Continue readingMichael Pumphrey, MS, CFP®, AFC®, EA
Wealth Advisor
Continue readingAdam Lawrence, CPA, CFP®
Senior Associate Wealth Advisor
Continue readingPeter Faust, CFP®
Senior Wealth Advisor
Continue readingAbigail Gunderson, CFP®
Senior Wealth Advisor | Shareholder
Continue readingKeith Fenstad, CFP®
Vice President | Shareholder | Director of Wealth Planning | Chief Compliance Officer
Continue readingBrian Merrill, CFP®
Vice President | Shareholder | Corporate Development Officer
Continue readingJohn Merrill
President | Shareholder | Chief Investment Officer
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