Jessi Chadd, M.S.F.S, CFP®, CeFT®
Principal, Director of Wealth Management
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Lucas Bucl, CFP®
Principal, Chief Investment Officer
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Colleen Wysong
Principal, Director of Operations
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Jamie Bosse, CFP®, RFC, CCFC
Principal, Wealth Manager
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Melissa Ryan
Director of Financial Planning
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Mimi Skinner
Executive Administrative Assistant
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Lauren Hinds
Operations Manager
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Matthew Schlossman
Financial Planning Associate
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Angela Kreps
Chief Connector
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Kyle Strehlow
Financial Planning Associate
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Tyler Eckert
Investment Management Associate
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