Sam Swift

CEO

Cfp® Sam Swift Cfa, Aif®

Chief Executive Officer

Catherine Nichols

President

Missy Eddy

Chief Marketing & Communications Officer, Shareholder

Aubree Coggins-Jensen

Chief Accounting Officer (cao)

Devon Brown

Financial Planning Associate I

Jennifer Nevenhoven (Baxter)

Director, Human Resources

Andrew Riebe

Senior Human Resources Coordinator

Connor Sullivan

Technology Support Specialist II

Skylar R.

Client Service Associate II

Tracy Sanes

Human Resources Generalist

Addison Adelberg

Financial Planning Associate

Matt Schmack

Relationship Associate II

Fpqp Miranda Soeder (Smith)

Relationship Associate

Charlie Peck

Trading Manager

Ben Kappler

Trader II