Jessica Caruso, CFP®
Executive Managing Director
Karrie Spencer, CFP®
Managing Director
James Roundy, CFP®
Wealth Advisor
Jennifer Currin Gutridge, CFP®
Sr. Wealth Advisor
Kyle Dodrill
Wealth Advisor
Mike Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor
Sarah Elise Berry, CFP®
Sr. Wealth Advisor
Stephen Crabb, CFP®
Wealth Advisor
Duncan Wilk, CFP®
Regional Vice President
Travis Poulos, CFP®
Regional Vice President
Nikki Ivins
Sr. Regional Client Development Associate
Jesse Schenck, CFP®
Financial Planner
Theresa Bedard
Manager, Portfolio Consultant
Brittani Woodruff
Client Service Specialist
Carolyn Ann Muller
Client Service Specialist
Erin Larsen
Client Service Specialist
Erin Wheatcraft, FPQP™
Client Service Manager, Wealth Path Group
Korina Kaio-Maddox
Manager, Client Service
Laurie Macielinski
Client Service Specialist
Mary Hamshou
Sr. Manager, Client Service