Matthew D. Starkey
MSFS, CFP®, CAP®, AEP®
PRESIDENT
Stewart S. Koesten
MSFS, CFP®, CIMA®, CERT(IM), GFP (USA)
CHAIRMAN
Jessi Chadd
MSFS, CFP®, CeFT®
PRINCIPAL, CHIEF WEALTH OFFICER
Lucas Bucl
CFP®
PRINCIPAL, CHIEF INVESTMENT OFFICER
Colleen Wysong
PRINCIPAL, DIRECTOR OF OPERATIONS
Melissa Ryan
PRINCIPAL, DIRECTOR OF FINANCIAL PLANNING
Jamie Bosse
CFP®, RFC, CCFC
PRINCIPAL, WEALTH MANAGER
Joni Lindquist
MBA, CFP®
PRINCIPAL, EXECUTIVE/ CAREER COACH
Matthew Schlossman
CFP®
FINANCIAL PLANNING
ASSOCIATE
Tyler Eckert
CFP®
INVESTMENT MANAGEMENT ASSOCIATE
Kyle Strehlow
CFP®
FINANCIAL PLANNING ASSOCIATE
Jason Dettman
CFP®
CLIENT SERVICE SPECIALIST