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CLA
Unverified
Wealth Advisory
51 people · 0 jobs
This department provides financial planning and investment advice to clients to help them manage and grow their wealth.
Adam Sinclair
Wealth Advisor
Alex Black
Senior Wealth Advisor
Alexander Perry
Andrew J. Chen
Andrew Mulder
Andrew Ostlund
Ben Jaeger
Benjamin Westerman
Principal Wealth Advisory
Bennett Greer
Brady Palzkill
Associate Wealth Advisor
Brian Bevan
Brian Ream
Brody Johnson
Catherine Craig
Senior Wealth Advisor, Private Client Services
Chris Tedesco
Clayton Bland
Chief Wealth Advisory Officer
Curtis Williams
Signing Director, Wealth Advisory
Derek Hicks
Dylan McGarthwaite
Elle Smits
Francesco Conidi
Director, Wealth Advisory
J.J. Lurken
Jennifer Devine
John Fonaas
John P. Gustavson
Sr. Wealth Advisor/Signing Director
Joseph Hibert
Joseph Niehoff
Joseph Wiser
Principal - Wealth Advisor
Julian Einfrank
Justin S. Fowler
Principal - Senior Wealth Advisor
Kendall H.
Senior Investment Strategist - Wealth Advisory
Kevin M. J.
Luke Laughlin
Matthew Bushnell
Maxwell Bailey
Meagan Hanley
Wealth Advisory Client Service Coordinator
Melissa Nuñez
Michael Pohl
Mike Hagen
Olivia Spitznagle
Wealth Advisory Investments Intern
Paul Wood
Rebecca Moore
Ryan Baumbach
Sam Mullins
Steve Powers
Director, Wealth Advisor
Steven Neutzling
Tatum Uecke
Timothy Bolinski
Trevor Schmitz
Triston R.
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