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®
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
James Todd, CFP®, CTFA
Wealth Advisor, Emeritus
Maeve Schmid, CFP®
Wealth Advisor
Sandra Laskowski, CFP®
Wealth Advisor
Kristen Comeau
Regional Vice President
Lucas Schwaller, CTFA®, CES®
Regional Vice President
Andrew Thompson
Regional Vice President
David Goodman
Regional Vice President
Eric Sirjord
Regional Vice President
Tyler Schaefer
Manager, Regional Sales
Claire Layman
Financial Planner
