Wayne Bell-Warren, J.D.

Chief Compliance Officer, Director of Client Experience

Leadership, Client Services

Thad Schlaud, CFP®

Director of Client Experience

Leadership, Client Services

Chad Wotton, CFP®

Relationship Manager

Client Services, Operations

Nicole Standen, CFP®

Relationship Manager

Client Services, Operations

Kip Mrkva, CFP®

Director of Client Experience

Client Services

Angela Trombley-Goralski

Client Service Associate

Client Services, Operations