Our focus on high-quality client services combined with comprehensive financial solutions would not be possible without the expertise and commitment of each member of our team.

Mark Allen, CFP®, MS

Co-founder/President
Ext.204
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Tad Singer

Managing Director/Senior Wealth Advisor
Ext.236
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Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor
Ext.241
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Phil McBride, CFP®

Senior Wealth Advisor
Ext.223

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Kent Koch, CLTC

Senior Wealth Advisor
Ext.220
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Travis Portwood, CFA, CFP®

Director of Investment Strategy/Senior Wealth Advisor
Ext.216
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Randy Korth, CPA

Senior Wealth Advisor
Ext.239
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Pamela Korth, CPA

Senior Wealth Advisor
Ext.244
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Fred A. Lockwood CPA, PFS

Senior Wealth Advisor
Ext.224
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Daniel Monaghan, CFP®

Senior Wealth Advisor
Ext.206

Email Dan

Dennis Thomas

Wealth Planner


Email Dennis

Jenny Nichol CPA, MBA

Chief Financial Officer
Ext.207
Email Jenny

Daphne Brandt

Director of Client Services
Ext.211
Email Daphne

Michael Stanton

Director of Development
Ext.219
Email Michael

Micah Schmidt

Director of Trading
Ext.233
Email Micah

Carly McCulloch

Director of Business Services
Ext.238
Email Carly

Suzanne Allen

Office Manager
Ext.205
Email Suzanne

Julie Wooden

Client Services Manager
Ext.213
Email Julie

Janet Hartmann

Client Services Manager
Ext.210
Email Janet

Jen Plummer

Client Services Manager
Ext.217
Email Jen

Dan Conroy

Client Services Manager
Ext.237
Email Dan

Jennifer Cook, CPA

Certified Public Accountant

Ext.221

Email Jennifer

Terry Meier, CPA

Certified Public Accountant
Ext.222
Email Terry

Laura Dill

Enhanced Services Coordinator
Ext.214
Email Laura

Abbie Siemers

Accounting Assistant
Ext.218
Email Abbie

Kayla Buell

Client Service Specialist
Ext.225
Email Kayla

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