Matthew D. Starkey, MSFS, CFP®, CAP®, AEP®
President
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Stewart S. Koesten, MSFS, CFP®, CIMA®, CERT(IM)
Chairman
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Jessi Chadd, MSFS, CFP®, CeFT®
Principal, Chief Wealth Officer
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Lucas Bucl, CFP®
Principal, Chief Investment Officer
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Colleen Wysong
Principal, Chief Compliance Officer
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Melissa Ryan
Director Of Financial Planning
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Jamie Bosse, CFP®, RFC, CCFC
Principal, Wealth Manager
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Lauren Hinds
Operations Manager
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Matthew Schlossman
Financial Planning Associate
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Tyler Eckert
Investment Management Associate
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Kyle Strehlow
Financial Planning Associate
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Mimi Skinner
Executive Administrative Assistant
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Jessica Schell
Administrative Assistant
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