
Jessica Caruso, CFP®
Executive Managing Director

Karrie Spencer, CFP®
Managing Director

Alexa Willis, CFP®
Wealth Advisor

Bill Berg, CFA, CFP®
Sr. Wealth Advisor

Courtney Mersereau, CFP®
Wealth Advisor

David Stuehling, FP®, ChFC®, RICP®
Wealth Advisor

Kathi McMahon, CFP®
Wealth Advisor

Kyle Dodrill, CFP®, APMA™
Wealth Advisor

Mike Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor

Stephen Crabb, CFP®
Wealth Advisor

Duncan Wilk, CFP®
Regional Vice President

Travis Poulos, CFP®
Regional Vice President

Alexandra Mendoza
Financial Planner

Chris Lang
Client Service Specialist

Korina Kaio-Maddox
Manager, Client Service

Lily Jackson
Client Service Specialist

Mary Hamshou
Sr. Manager, Client Service