Julie Baker
Director of Client Services
Garrick Batley MS, CFP®
Partner - Senior Lead Advisor
David Dahl MBA, CFP®
Service Advisor
Brad Henry
Director of Operations
John Lavery CPWA®
Managing Partner
Chris Mackenzie RLP®
Partner - Senior Lead Advisor
Kent Stegeman MBA, AWMA®
Lead Advisor
Jenn Talcott MBA
Client Services Associate
Philip Wegman CFP®, EA
Service Advisor