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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
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Dennis Thomas

Wealth Planner

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Jenny Nichol CPA, MBA

Chief Financial Officer
Ext.207
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Daphne Brandt

Director of Client Services
Ext.211
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Michael Stanton

Director of Development
Ext.219
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Micah Schmidt

Director of Trading
Ext.233
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Suzanne Allen

Office Manager
Ext.205
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Julie Wooden

Client Services Manager
Ext.213
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Janet Hartmann

Client Services Manager
Ext.210
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Jen Plummer

Client Services Manager
Ext.217
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Dan Conroy

Client Services Manager
Ext.237
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Kelsey McKay

Client Services Manager
Ext.238
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Jennifer Cook, CPA

Certified Public Accountant
Ext.221
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Terry Meier, CPA

Certified Public Accountant
Ext.222
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Laura Dill

Enhanced Services Coordinator
Ext.214
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Abbie Siemers

Accounting Assistant
Ext.218
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Kayla Buell

Client Service Specialist
Ext.225
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