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"Our people make us great."
Tim Phillips
Chief Executive Officer
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Kristin Anderson
Operations Specialist
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Dan Colwill
Associate Advisor
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Scott Edwards
Vice President – Wealth Strategies
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Allie Geshka
401k Support Specialist
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Michael Goodrich, AIF®
Senior Investment Advisor
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Scott Hardy
Senior Investment Advisor
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Kristen Hughes
401k Participant Engagement Associate - Financial Advisor
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Mark Loewen
Senior Investment Advisor
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George MacDonald
Senior Investment Advisor
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Jacob Meyer
Investment Analyst
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George Myers, CFA
Senior Investment Advisor
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Melissa Neumann
Director of Operations and Client Service Manager
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Stacy Noll
Senior Investment Advisor
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Mari O'Neil
Business Solutions Architect
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Chad Parlow
Senior Investment Advisor
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Serah Pope
Accounting Associate
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Matt Schmidt
Senior Investment Advisor
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James Smith, J.D.
Vice President - Wealth Management
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Sanders Vogel
Senior Investment Advisor
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