Stewart S. Koesten, M.S.F.S., CFP®, CIMA®
Executive Chairman
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Matthew D. Starkey, M.S.F.S., CFP®, CAP®, AEP®
President
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Joni Lindquist, MBA, CFP®
Principal
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Jessi Chadd, M.S.F.S, CFP®, CeFT®
Principal
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Lucas Bucl, CFP®
Principal
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Colleen Wysong
Director of Operations
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Jamie Bosse, CFP®, RFC
Financial Planner
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Melissa Ryan
Financial Planner
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Logan Lea
Financial Planning Associate
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Mimi Skinner
Executive Assistant
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Erin Burtis
Client Service Specialist
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Allan Naranjo
Lead Generation Specialist
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Lauren Hinds
Administrative Assistant
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John Munz
Financial Planning Associate
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Angela Kreps
Chief Connector
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