Todd Terhorst

President and Managing Partner

Ken Loehlein

Vice President/ Partner

Brian Connelly

Advisor And Partner

Lauren Gilbertson

Director Of Operations

Christopher Lawes

Financial Consultant

Jonathan Rice

Partner & Financial Advisor At Diversified Wealth Management

Christopher Beck

Independent Financial Advisor And Director Of Planning Services

Peter Zvanovec

Partner & Sr Financial Advisor

Martin Gorman

Partner & Wealth Advisor