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
Chad M. Carlson, CPA
Manager of Portfolio Operations


Nathan D. Faith, CFP®
Senior Wealth Manager
Scott Nelson, CFP®
Senior Wealth Manager
Robert A. Steffen, CFP®
Senior Wealth Manager
Laura Stenzel, CPA, MBT
Wealth Management Supervisor
Haley Burgin
Wealth Management Senior Associate
Christina Ulsby
Wealth Management Associate
Michael Johnson
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
Peggy Branch
Administrative Assistant

Click here for information pertaining to the designations listed.