Laura Combs, CFP®, MBA
Executive Managing Director
Dane Sauer, CFP®
Wealth Advisor, Sr. Director
Carin Roman, CFP®
Wealth Advisor
Grace Bossert, CFP®
Wealth Advisor
Lauren Rosberg, CFP®, CRPC®, CDFA®, AEP®
Wealth Advisor
Steve Roberts, CFP®, MBA
Wealth Advisor
Tom Herzing, CFP®
Sr. Wealth Advisor
Lucas Schwaller, CTFA®, CES®
Regional Vice President
Dominic Colletti, CFP®
Regional Vice President
Tunia Mycyk, AIF® CRPS®
Regional Vice President, Institutional Sales
Marzena Hanek
Regional Sales Associate
Haana Frank, CFP®
Manager, Sr. Financial Planner
Haiden Bowman
Director, Client Service
Joy Kaczmarek
Manager, Client Service
Meghan Frank
Client Service Specialist
Tabitha Seldomridge
Sr. Client Service Specialist
Douglas Gilbert
SVP, Channel Sales
