
Jeff Pierce
Principal, Chief Executive Officer

Jandy Rowe
Principal, Chief Operating Officer

Rafia Hasan
Principal, Chief Investment Officer

Julie Nichols
Principal, Chief Financial Officer

Amy Libertoski
Principal, Senior Financial Advisor

Benjamin Hayes
Principal, Senior Financial Advisor

Dean Stange
Principal, Director of Estate Planning

Jake Harmsen
Principal, Senior Financial Advisor

Jordan Lochner Mills
Principal, Senior Financial Advisor

Lane Steinberger
Principal, Senior Financial Advisor

Lora Murphy
Principal, Senior Financial Advisor

Nate Wenner
Principal, Senior Financial Advisor

Patrick W. Brault
Principal, Senior Financial Advisor

Scot Roche
Principal, Senior Financial Advisor
