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What makes us great?

Our People

Tim Phillips

Tim Phillips

Chief Executive Officer

Scott Edwards

Scott Edwards

Vice President – Wealth Strategies

Cat Gill

Cat Gill

Senior Client Service Advisor

Scott Hardy

Scott Hardy

Senior Investment Advisor

Mark Loewen

Mark Loewen

Senior Investment Advisor

George Myers, CFA®

George Myers, CFA®

Senior Investment Advisor

Mari O’Neil

Mari O’Neil

Business Solutions Architect

James Smith, J.D.

James Smith, J.D.

Vice President - Wealth Management

Kristin Anderson

Kristin Anderson

Operations Manager

Allie Geshka

Allie Geshka

401(k) Support Specialist

Michael Goodrich, AIF®

Michael Goodrich, AIF®

Senior Investment Advisor

Kristen Hughes, CPFA®

Kristen Hughes, CPFA®

401(k) Participant Engagement Associate - Financial Advisor

George MacDonald

George MacDonald

Senior Investment Advisor

Stacy Noll

Stacy Noll

Senior Investment Advisor

Chad Parlow

Chad Parlow

Senior Investment Advisor

Matt Schmidt

Matt Schmidt

Senior Investment Advisor

Sanders Vogel

Sanders Vogel

Senior Investment Advisor

Connor Kim

Connor Kim

Accounting and Financial Analyst