Michael G. Simmons, CFP®
Sr. Wealth Advisor
Michelle Sandt-Wade, CFP®
Sr. Wealth Advisor
Parshad Singh, CFP®, CIMA®
Wealth Advisor
Renée Pichette, CFP®
Wealth Advisor
Sandra Laskowski, CFP®
Wealth Advisor
W. Thomas McNary, CFP®, CSRIC
Sr. Wealth Advisor, Director
Kristen Comeau
Regional Vice President
Lucas Schwaller, CTFA®, CES®
Sr. Vice President
Andrew Thompson
Regional Vice President
David Goodman
Regional Vice President
Eric Sirjord
Regional Vice President
Jacques Jagr
Regional Sales Associate
Tyler Schaefer
Manager, Regional Client Development Associates
Charles Wetmore
Sr. Financial Planner
Claire Layman
Financial Planner
Craig Kinnunen
Sr Financial Planner
Gracie Horton, CFP®
Financial Planner
Michael Van Boening, CFP®, RICP(r)
Manager, Sr. Financial Planner
William Sands, CFP®
Financial Planner
Amber Adams
Manager, Client Service
