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®
Principal
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Lucas Bucl, CFP®
Principal
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Colleen Wysong
Director of Operations
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Tom Farrell
Director of Strategic Relationships
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Patrick Amey, CFP®
Financial Planner
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Jamie Bosse, CFP®, RFC
Financial Planner
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Melissa Ryan
Financial Planning Associate
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Amanda Rehmann, CIMA®
Investment Analyst
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Heather Allen, MBA
Client Service Specialist
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Chrissy Hatcher
Administrative Assistant
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Mimi Skinner
Executive Assistant
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