Stewart S. Koesten, M.S.F.S., CFP®, CIMA® Executive Chairman Read More > Matthew D. Starkey, M.S.F.S., CFP®, CAP®, AEP® President Read More > Joni Lindquist, MBA, CFP® Principal Read More > Jessi Chadd, M.S.F.S, CFP® Principal Read More > Lucas Bucl, CFP® Principal Read More > Colleen Wysong Director of Operations Read More > Tom Farrell Director of Strategic Relationships Read More > Patrick Amey, CFP® Financial Planner Read More > Jamie Bosse, CFP®, RFC Financial Planner Read More > Melissa Ryan Financial Planning Associate Read More > Amanda Rehmann, CIMA® Investment Analyst Read More > Heather Allen, MBA Client Service Specialist Read More > Chrissy Hatcher Administrative Assistant Read More > Mimi Skinner Executive Assistant Read More > Ready to achieve your financial dreams? Schedule a Consultation
