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®
Regional Vice President
Haiden Bowman
Director, Client Service