Wealth Management Team

Adam Netland

Private Wealth Manager

Aj Jordano

Partner / Private Wealth Manag...

Alan McFann

Senior Investment Manager

Alexander Allen

Senior Investment Manager - In...

Alexis Trauger

Private Wealth Manager

Allison Moeschberger

Private Wealth Manager

Amanda Molin

Wealth Manager

Amrita Hunte

Senior Investment Manager

Amy Epp

Senior Tax Associate

Amy Pavlis

Senior Financial Planner

Andreas Johnson

Wealth Manager

Andrew Ferrette

Private Wealth Manager

Andrew H. Fuller

Partner / Managing Director

Andrew Hamilton

Private Wealth Manager

Andrew Sasso

Private Wealth Manager

Andrew Tyler

Senior Investment Manager

Andy Gryszowka

Wealth Manager

Andy Medina

International Wealth Manager

Anne Megerle

Partner/private Wealth Manager

Annie Colvin

Private Wealth Manager

Annie Tronoski

Managing Director

Anthony Perillo

Partner / Private Wealth Manag...

Ashley Barba

Private Wealth Manager

Barbara Schelhorn

Partner Wealth Manager

Beckie Doty

Private Wealth Manager

Ben McKiernan

International Wealth Manager

Benjamin Polich

Partner / Director Of Trading

Bing Chen

Private Wealth Manager

Bob McCarthy

Wealth Manager

Brad Blessen

Private Wealth Manager

Brandon Dukes

Investment Manager

Brandon Juracek

Senior Tax Associate

Brenna Saunders

Wealth Manager

Brett Broyles

Partner / Private Wealth Manag...

Brett Manahan

Senior Investment Manager

Brett Pophal

Investment Manager

Brian Huey

Private Wealth Manager

Brian Krause

Private Wealth Manager

Briggette Epke

Partner / Director Of Business...

Burke Hallam

Private Wealth Manager

Caleb Beil

Investment Manager

Carmen Hougland

Senior Tax Associate

Casey Jensen

Senior Financial Planner

Chad Fawcett

Partner / Private Wealth Manag...

Chelsea Nalley

Private Wealth Manager

Chris Rowell

Private Wealth Manager

Christian Mijares

Wealth Manager

Chuck Lawless

Partner - Managing Director

Clayton Hatfield

Senior Tax Associate

Cole Gustke

Private Wealth Manager

Conner Sivewright

Wealth Manager At Creative Pla...

Dan Foster

Partner / Managing Director

Daniel Graff Cfp®

Partner | Private Wealth Manag...

Dave Lynch

Senior Portfolio Manager

David Burgess

Principal / Wealth Manager

David Larocca

Private Wealth Manager

Dean T. Stange

Partner, Private Wealth Manage...

Derec Mieden

Wealth Manager

Derrick Williams

Financial Planner/wealth Manag...

Devonee Quinn

Private Wealth Manager

Dhanise Pagulayan

Private Wealth Manager

Dillon Cuddigan

Senior Tax Associate

Drew Howell

Partner | Managing Director At...

Dylan Dunlea

Private Wealth Manager

Elizabeth McLeod

Private Wealth Manager

Eunyoung Young

Senior Tax Associate

Francisco A.

Private Wealth Manager

Gabe Adams

Senior Financial Planner

Gabriel Wilson

Private Wealth Manager

Gabrielle Reilly

Partner / Managing Director

Gary Ingram Mba

Partner / Private Wealth Manag...

George James

Private Wealth Manager

Haley Elder

Fixed Income Portfolio Manager

Hanna Kennedy

International Wealth Manager

Hannah Knoll

Financial Planner And Wealth M...

Jack Thomas

International Wealth Manager

Jaimeson Smith

Private Wealth Manager

Jake Mongler

Global Wealth Manager

James Mantosh

Private Wealth Manager

Jason Phan

Private Wealth Manager

Jason Williams

Partner / Private Wealth Manag...

Jeff Barnthouse

Partner / Private Wealth Manag...

Jeff Juday

Managing Director & Private We...

Jennifer B. Quigley

Partner, Private Wealth Manage...

Jennifer Lopez

Private Wealth Manager

Jeremy Laughton

Wealth Manager And Attorney

Jim Heard

Partner & Private Wealth Manag...

Joe Goltermann

Private Wealth Manager

John Whitsitt

Senior Tax Associate

Jonathan Slabaugh

Senior Investment Manager - Co...

Jordan Arave

Partner / Private Wealth Manag...

Jordan Canupp

Senior Financial Planner

Jordan Lochner Mills

Partner / Private Wealth Manag...

Josh Schmitt

Senior Financial Planner

Justin Barringer

Private Wealth Manager

Justin Bogardus

Partner / Director Of Alternat...

Justin Hawksley

Private Wealth Manager

Justin Kim

International Wealth Manager

Kathleen K.

International Wealth Manager

Ken Zarske

Managing Director

Kolleen Freudiger

Financial Planner/wealth Manag...

Kristin M. Pugh

Private Wealth Manager

Kyle Griffith

Wealth Manager

Kyle Mack

Wealth Manager

Laura McKnight

Partner / Managing Director Of...

Lauren Ismert

Investment Manager

Matt Marinovich

Senior Financial Planner

Matt Pitzer

Private Wealth Manager

Matthew Zolton

Private Wealth Manager

Max Filbeck

Private Wealth Manager

Micah Vanwesep-Scott

Senior Tax Associate

Michael Rogers

Investment Manager - Complex S...

Michael Snyder

Portfolio Manager - Complex St...

Nathan Colling

Investment Manager

Nathan Digmann

Private Wealth Manager

Neal Braswell

Investment Manager

Pat Brault

Wealth Manager

Patrick Dunne

Partner | Private Wealth Manag...

Paul Casazza

Partner & Wealth Manager At Cr...

Perry Dufresne Chfc®

Private Wealth Manager

Pete Moormeier

Private Wealth Manager

Peter Boyack

Wealth Manager

Philip Quitoriano

Private Wealth Manager

Philip Ricasata

Private Wealth Manager At Crea...

Rachel Seiler

Private Wealth Manager

Randeep Gill

Senior Tax Associate

Rob Whited

Managing Director Lockton Reti...

Robert Myers

Private Wealth Manager

Roger Ward

Partner And Principal Wealth M...

Ryan Delong

Senior Tax Associate

Sabrina Saxer

Private Wealth Manager

Sam R.

Fixed Income Portfolio Manager

Samantha Fitzgerald

Senior Financial Planner

Sandeep Brion

International Wealth Manager

Scott Schuster

Partner, Managing Director

Shawn Meade

Partner / Private Wealth Manag...

Stacia Miller

Private Wealth Manager

Stephanie Cooper

Private Wealth Manager

Steve Whitley

Private Wealth Manager

Taylor Harroun Mpas®

Private Wealth Manager

Taylor Seiling

Partner / Private Wealth Manag...

Taylor Stricker

Senior Tax Associate At Creati...

Tiffany Horn

Senior Tax Associate

Tim Ronning

Partner / Investment Manager

Tim Sutton

Principal / Wealth Manager

Travis Knight

Private Wealth Manager

Tyler Bradfield

Senior Tax Associate

Walter Nockett

Partner | Private Wealth Manag...

Wayne Barber

Managing Director

Zach Lyman

Wealth Manager At Creative Pla...

Zach White

Partner / Private Wealth Manag...

Zack Baird

Private Wealth Manager