David E. Bremer, CPA, CFP®, PFS
Wealth Management Partner
Jon J. Melander, AIF®, CFP®, CIMA®
Wealth Management Partner, Chief Investment Officer
Molly C. Sebold, CPA, CFP®, MBA
Wealth Management Partner

Heather D. Croke, CPA, CFP®
Wealth Management Partner
Joseph D. Bloodgood, CFP®, AIF®
Wealth Management Partner
Jay R. Brown, AIF®, CFP®, ChFC®, CLU®
Wealth Management Partner, Chief Compliance Officer
Nathan D. Faith, CFP®
Wealth Management Partner


Chad M. Carlson, CPA
Manager of Portfolio Operations
Scott Nelson, CFA®, CFP®
Senior Wealth Planner
Robert A. Steffen, CFP®
Senior Wealth Manager
Michael J. Shidell, CPA
Senior Wealth Manager
Ellen Horan, CPA, CFP®
Senior Wealth Manager
Patrick Schneeman, CFP®
Senior Wealth Manager
Laura Stenzel, CPA, MBT
Wealth Management Tax Manager
Kimmie Moehring, CFP®
Wealth Management Advisor
Haley LaRue, CFP®
Wealth Management Advisor
Christina Ulsby
Wealth Management Senior Associate
Michael Johnson
Wealth Management Senior Associate
Luke Negen
Wealth Management Associate
Rachel Esker
Wealth Management Associate
Darlene Morton
Executive Client Service Administrator
Julie Coyne
Client Service Administrator
Jeremy McDaniel
Client Service Administrator
Alyssa Skinner
Client Service Administrator
Lenbriel Weah
Client Service Administrator
Nou Yang
Client Service Administrator
Kelly Runions
Client Service Administrator
Peggy Branch
Administrative Assistant

Click here for information pertaining to the designations listed.

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