
Laura Combs, CFP®, MBA
Executive Managing Director

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

Emily Messegee, CFP®
Wealth Advisor, Sr. Director

Ian Freemire, CFP®, EA
Wealth Advisor

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

Kristen Comeau
Regional Vice President

Lucas Schwaller, CTFA®, CES®
Sr. Vice President