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®, CeFT®
Principal
Read More >

Lucas Bucl, CFP®
Principal
Read More >

Colleen Wysong
Director of Operations
Read More >

Tom Farrell
Director of Strategic Relationships
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 >

Mimi Skinner
Executive Assistant
Read More >

Chrissy Hatcher
Administrative Assistant
Read More >