Principals

Jeff Pierce
Jeff Pierce
Principal, Chief Executive Officer
Jandy Rowe
Jandy Rowe
Principal, Chief Operating Officer
Rafia Hasan
Rafia Hasan
Principal, Chief Investment Officer
Julie Nichols
Julie Nichols
Principal, Chief Financial Officer
Amy Libertoski
Amy Libertoski
Principal, Senior Financial Advisor
Benjamin Hayes
Benjamin Hayes
Principal, Senior Financial Advisor
Dean Stange
Dean Stange
Principal, Director of Estate Planning
Jacob Harmsen
Jake Harmsen
Principal, Senior Financial Advisor
Jordan Mills
Jordan Lochner Mills
Principal, Senior Financial Advisor
Lane Steinberger
Lane Steinberger
Principal, Senior Financial Advisor
Lora Murphy
Lora Murphy
Principal, Senior Financial Advisor
Nate Wenner
Nate Wenner
Principal, Senior Financial Advisor
Pat Brault
Patrick W. Brault
Principal, Senior Financial Advisor
Scot Roche
Scot Roche
Principal, Senior Financial Advisor
Shawn Meade
Shawn Meade
Principal, Senior Financial Advisor