Julie Hess

Julie Baker 

Director of Client Services

 

Garrick Batley

Garrick Batley MS, CFP®

Partner - Senior Lead Advisor

 

Brad Henry

Brad Henry 

Director of Operations

 

John Lavery

John Lavery CPWA®

Managing Partner

 

Chris Mackenzie RLP®

Partner - Senior Lead Advisor

 

Kent Stegeman

Kent Stegeman MBA, AWMA®

Lead Advisor

 

Jenn Talcott

Jenn Talcott MBA

Client Services Associate

 

Philip Wegman

Philip Wegman CFP®, EA

Service Advisor