
Laura Combs, CFP®, MBA
Executive Managing Director

Ben Rowse, CFP®, CAIA®
Wealth Advisor, Director

Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®
Sr. Wealth Advisor

Brittany Rice, CFP®
Sr. Wealth Advisor

Cameron Willcox, CFP®, EA
Wealth Advisor

Drew Harper, CFA®, CFP®, CAIA®
Sr. Wealth Advisor

Emily Messegee, CFP®
Wealth Advisor, Sr. Director

Gabrielle Mollick, CFP®, CSRIC™
Wealth Advisor

Ian Freemire, CFP®, EA
Wealth Advisor

James Telfer, CFP®, CSRIC®
Wealth Advisor, Director

Jason Halko, CFP®
Wealth Advisor

Joshua Fremit, CFP®
Wealth Advisor

Julia Messineo, CFP®
Wealth Advisor

Maeve Lehman, CFP®
Wealth Advisor

Sandra Laskowski, CFP®
Wealth Advisor

Kristen Comeau
Regional Vice President

Andrew Thompson
Regional Vice President

David Goodman
Regional Vice President

Eric Sirjord
Regional Vice President

Mckenna Wieser
Regional Vice President