Our Exceptional Team AllABCDEFGHIJKLMNOPQRSTUVWXYZAdvisorsClient Service ManagersFirm ManagementInvestment TeamPartners Anthony Aiazzi CPA, CFA®, CFP® Senior Advisor Patrick Akins CFP® Advisor Jessica Albright Client Service Manager Jacob Allaman CFP® Advisor Heather Allaman Director of Business Systems Brigid Andrew Client Service Manager Katie Angelbeck Client Service Manager Jack Armstrong Client Service Manager George Astudillo Chacon Client Service Manager Holly Ausmus Client Service Manager Nicole Bailey CFP®, CPA, MAcc Partner Michelle Beattie CPA, CIA Advisor Lisa Bedell Operations Manager Brittany Behnen Operations Manager Megan Benz Client Service Administrator Andrea Berg Client Service Manager Sarah Berry Partner Sarah Bertman FPQP™ Client Service Manager Emiley Best Operations Manager Sarah Bishop AIF®, CPFA, QKA Retirement Plan Advisor James Blair IV CFP®, AWMA® Partner Eric Boland Client Service Manager Tasha Borglum MBA, CFP®, CDFA® Senior Advisor Kristi Borglum CFP® Advisor scroll down to load more 7 Join Our Team
