Our Team All Team Members401(k) Plans for BusinessClient Service Management TeamEstate & Legacy PlanningExecutive & Administrative TeamExecutive Financial Counseling Benefit for BusinessesFinancial & Retirement PlanningFinancial Education & DiscoveryInsurance AssessmentInvestment ManagementTax PlanningWealth Management TeamDave SpanoChief Executive OfficerCFP®Lori HochGeneral CounselBrian JacobsenChief Economic StrategistPhD, JD, CFA®, CFP®, CAIA, CBEDerek V.W. FelskeChief Investment OfficerCFA®Mark BeckChief Growth OfficerNaomi AckleyChief Compliance OfficerCSCPAleks SesumDirector of Information TechnologyAmy KiiskilaDirector of Wealth StrategyJD, CFP®, CPA, CLU®Brian BartholomewManager of Client OperationsDeanne PhillipsManaging Director of Client and Community EngagementCFP®, CDFA®, ABFP℠Eric StromDirector of Financial PlanningCFP®, EAFred ColemanRegional DirectorCFP®Greg BatiansilaManaging Director of MarketingHeather ShuttaManager of Client ServiceJack HauserDirector of Data & AnalyticsCFP®Jackie SklenarDirector of Client EngagementKatie DoyleDirector of Fixed Income ResearchKen SymesSenior Director of Wealth ServicesLeesa GilliamRegional DirectorCTFA, CEPA®Ondine WallingerDirector of Human ResourcesSPHR®Tom ParksDirector of Retirement Plan ServicesAIF®, CRPS®Aaron BainWealth Management AssistantAlec DurandEstate Planning AttorneyJDAlena ShurpitaTax Accountant/AssociateCPA Alex BoeselagerIT Support SpecialistAlex MacksamTraderAlexis PetersFinancial Planning AssociateAllie AnklamCreative DesignerAmanda PloetzLead Client Service ManagerAndrea SchwenkerLead Client Service ManagerAndrew RehorstAssociate Wealth ManagerAndy EichelSenior Wealth AdvisorAndy SzymczakRetirement Plan SpecialistAngela WingoClient Operations SpecialistAnthony MlachnikSenior Wealth AdvisorMBA, CIMA®, BFAAnthony ParkhillManager of Wealth Team DevelopmentArabella ParinsSenior Financial PlannerCFP®, CPAAustin GrandinettiWealth AdvisorCFP®Austin Vande SluntAssociate Wealth ManagerAvery SchafferAssistant To The Chief Growth OfficerBailey KolinskiOffice AdministratorBeau GrossPortfolio SpecialistBecca CamannClient Service ManagerBen JohnsonAssociate Wealth ManagerBjorn SandersWealth ManagerCFP®Bonnie HittmanManager of Event Strategy & CampaignsBrady MichaelisWealth ManagerCFP®Brandon ArpsSenior Wealth Manager CFP®Brandon WillisClient Service ManagerBrian LamborneSenior Wealth StrategistJD, LLMBrittany SeemuthClient Service ManagerBrooke WilkenFinancial Planning AssociateBryn TheisenSenior Wealth AdvisorBuddy GarczynskiClient Service ManagerCami ThompsonClient Service ManagerCarl HolzemClient Service ManagerCathy RoenspiesExecutive AssistantChase ClaussenWealth ManagerChFC®Chris BurgAccountantClayton BeilfussTraderConnor AllenWealth ManagerCFP®Corey R. GaynesTax ManagerCPA, MPACory BorcherdtWealth ManagerCFP®, CLTC®David FisherWealth ManagerDavid FonoProject & Data Analytics SpecialistDavid PanitzkeWealth AdvisorCFP®Drew PowellAssociate Wealth ManagerDylan C. AdlerAssociate Wealth ManagerElena ErkenswickTax AssociateEAElias RicoClient Service ManagerElliot JonesSupervisor of Office AdministrationEmily WrittOffice AdministratorEmma SapiroSupervisor - Marketing TeamEric ThompsonAssociate Wealth ManagerEric TurbaFinancial Planning AssociateErin ChopSupervisor - Client ServiceErin SandersonClient Service ManagerEvan JahnkeAssociate Wealth ManagerFaith SchanowskiAssociate Wealth ManagerGrant BeckAssociate Wealth ManagerCIMA®Gregory VidmarWealth ManagerCFP®Hannah McEnaneyCompliance SpecialistIan ChomeauClient Service ManagerJack DeRocheManager of Investment OperationsJack HimmelspachAssociate Wealth ManagerJackson RessnerProject & Data Analytics SpecialistJacob EbbenClient Acquisition AssociateJacob GalanteAssociate Wealth ManagerJacob JohnsonAssociate Research AnalystJake DunnOffice AdministratorJake JanicekWealth ManagerEAJake KnoxWealth ManagerCFP®Jake Vander GalienAssociate Wealth ManagerJamie WatkinsAssociate Wealth ManagerJeff Stanich, Jr.Senior Wealth ManagerCFP®Jen HauheOffice ManagerJenny JesseLead Financial PlannerCFP®, EA, RICP®Jess HedgcoxeAssociate Tax ManagerCPAJess JashinskyClient Service ManagerJimmy Schaeve401(k) Relationship ManagerAIF®, CRPS®Joe KraussMedia ProducerJohn ThompsonManager of ComplianceJonathan FriedlSalesforce AdministratorJosh HoisingtonAssociate Events ManagerJulie GeszvainClient Service ManagerKaty AmendaClient Service ManagerKaty LosinieckiMarketing Systems AdministratorKeagan HenschelClient Acquisition AssociateKeith ButlerSenior Wealth Manager JDKen Pollard Jr.Wealth ManagerCFP®Kent HalleenWealth ManagerKevin TrecekWealth ManagerCFP®Kristen FaganOffice AdministratorLaura KelleyClient Service ManagerLauren MannaMarketing GeneralistLinda BorkOffice AdministratorLisa AngioneOffice AdministratorLogan KeplerAssociate Wealth ManagerLuis Castellanos SolanoTax Planning AssociateLuke KurigaManager of ALPHAMack GeorgeTalent Acquisition SpecialistMaighread PetersonClient Operations SpecialistMarilou DavidoSenior Wealth Manager CPA, CFP®, CDFA®Mark PentSenior Wealth Manager Mark SchaeferAssociate Research AnalystMartha Kuhn401(k) Relationship ManagerMatthew KrenkeWealth ManagerCFP®, CHFC®, CASL®Mel JohnstonClient Service AssociateMelanie FunkLead Client Operations SpecialistMelissa MontguireSupervisor - Client ServiceMichael DonnanSenior Wealth AdvisorMichael FlaschClient Service ManagerMichael J. MihmSenior Wealth ManagerCHFC®, CLU®Michael KirkSenior Wealth AdvisorCFP®Michael MurtosSenior Wealth ManagerCFP®Michelle DobrenskiClient Operations SpecialistMichelle Kovacevic-RossClient Service ManagerMike DodgeWealth ManagerCFP®, ChFC®, CLU®Mike VenturiniSenior Wealth ManagerMitch Vanden HeuvelSupervisor of Project & Data AnalyticsNathaniel MulderClient Service ManagerNick EneaSenior Wealth ManagerCFP®, MANick HillstromResearch AnalystCFANikki TrudellCompliance SpecialistNoi SayaovongOperations SpecialistNolan McIntyreAssociate Wealth ManagerPatrick J. SheehySenior Wealth AdvisorWMS℠Peter PlatzerProject & Data Analytics AssociatePieter MulderWealth Management AssistantRebecca PosigFinancial Planning SpecialistCFP®Reina WuAssociate Wealth ManagerRussell EneaAssociate Wealth ManagerRyan KomasWealth ManagerSam HarmeyerWealth ManagerCFP®Sam LoCocoClient Acquisition AssociateSam StreatorAssociate Wealth ManagerSami ChristiansenClient Service ManagerSarah KyleSenior Wealth ManagerShannan BowersClient Service ManagerShannon Jarvis Client Service ManagerSherry MacGregorClient Service ManagerStephanie EmonsManager of Learning & DevelopmentSusan FeltonClient Operations SpecialistSuzy LopezWealth ManagerCFP®, CLFTerry ConnerClient Operations SpecialistThomas PhillipsenAssociate Wealth ManagerTim BoyleInsurance Planning ManagerCLU, FSCPTom AndricopulosTax ManagerCPA Tom BerkholtzManager of Financial PlanningCFP®, EA, ECATom McShaneTax ManagerCPA Tony ThornResearch Analyst - FundsCFA®Trista HribrarManager of IT SystemsTroy DefenbaughClient Service ManagerTyler QuinnAssociate Wealth ManagerViri CanovaClient Service ManagerWendy Rouse-AndrzejczakOffice Manager
