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 OfficerCSCPAmy KiiskilaDirector of Wealth StrategyJD, CFP®, CPA, CLU®Deanne PhillipsManaging Director of Client and Community EngagementCFP®, CDFA®, ABFP℠Eric StromDirector of Financial PlanningCFP®, EAFred ColemanRegional DirectorCFP®Greg BatiansilaManaging Director of MarketingJack 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®Alec DurandEstate Planning AttorneyJDAlena ShurpitaTax Accountant/AssociateCPA Alex BoeselagerIT Support SpecialistAlexis PetersFinancial Planning AssociateAllie AnklamCreative DesignerAmanda PloetzLead Client Service ManagerAndrea SchwenkerLead Client Service ManagerAndy EichelSenior Wealth AdvisorAndy SzymczakRetirement Plan SpecialistAngela WingoClient Operations SpecialistAnn WeaverControllerAnthony MlachnikSenior Wealth Manager – Annex Private ClientMBA, CIMA®, BFAAnthony ParkhillManager of Wealth Team DevelopmentArabella ParinsFinancial Planning SpecialistCFP®, CPAAustin GrandinettiWealth AdvisorCFP®Avery SchafferOffice AdministratorBailey KolinskiOffice AdministratorBecca CamannClient Operations SpecialistBjorn SandersWealth ManagerCFP®Bonnie HittmanManager of Event Strategy & CampaignsBrady MichaelisWealth ManagerCFP®Brandon ArpsSenior Wealth Manager CFP®Brandon WillisClient Service ManagerBrian BartholomewManager of Client OperationsBrian LamborneSenior Wealth StrategistJD, LLMBrittany SeemuthClient Service ManagerBrooke WilkenFinancial Planning AssociateBryn TheisenSenior Wealth AdvisorBuddy GarczynskiClient Service ManagerCami ThomasClient Service ManagerCarl HolzemClient Service ManagerCathy RoenspiesExecutive AssistantChase ClaussenWealth ManagerChFC®Chris BurgAccountantClayton BeilfussTraderConnor AllenWealth ManagerCFP®Cory BercherdtAssociate Wealth ManagerCFP®, CLTC®David FisherWealth ManagerDavid FonoProject & Data Analytics SpecialistDavid PanitzkeWealth AdvisorCFP®Elena ErkenswickTax AssociateEAElias RicoClient Service ManagerElliot JonesSupervisor of Office AdministrationEmily WrittOffice AdministratorEmma SapiroSupervisor - Marketing TeamEric TurbaFinancial Planning AssociateErin ChopSupervisor - Client ServiceErin SandersonClient Service ManagerGregory VidmarWealth ManagerCFP®Hannah McEnaneyCompliance SpecialistHeather ShuttaManager of Client ServiceJack DeRocheManager of Investment OperationsJacob EbbenClient Acquisition AssociateJacob JohnsonAssociate Research AnalystJake DunnOffice AdministratorJake JanicekWealth ManagerEAJake KnoxWealth ManagerCFP®Jeff DayeSenior Wealth Manager CFP®, CRPS®, RPAJeff 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 AdministratorLuis 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®Melanie FunkLead Client Operations SpecialistMelissa MontguireSupervisor - Client ServiceMichael FlaschClient Service ManagerMichael J. MihmSenior Wealth ManagerCHFC®, CLU®Michael KirkSenior Wealth AdvisorCFP®Michael MurtosSenior Wealth ManagerCFP®Michelle DobrenskiClient Operations SpecialistMike DodgeWealth ManagerCFP®, ChFC®, CLU®Mike VenturiniWealth ManagerMitch Vanden HeuvelSupervisor of Project & Data AnalyticsNathaniel MulderClient Service ManagerNick EneaSenior Wealth ManagerCFP®, MANick HillstromResearch AnalystCFANikki TrudellCompliance SpecialistNoi SayaovongOperations SpecialistPatrick J. SheehyWealth AdvisorWMS℠Rebecca PosigFinancial Planning SpecialistCFP®Sam HarmeyerWealth ManagerCFP®Sami 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®Terry ConnerClient Operations SpecialistTodd VoitEquity Strategy AdvisorPhD Tom AndricopulosTax ManagerCPA Tom BerkholtzManager of Financial PlanningCFP®, EA, ECATom McShaneTax ManagerCPA Tony ThornResearch Analyst - FundsCFA®Trista HribrarManager of IT SystemsTroy DefenbaughClient Service ManagerViri CanovaClient Service ManagerWendy Rouse-AndrzejczakOffice Manager
