
Greg Fomin, JD
COO

Will Martin, CFA
CHIEF INVESTMENT STRATEGIST

Jeff Larsen
DIRECTOR OF RETIREMENT PLAN SERVICES

Jenny Forrest
DIRECTOR OF PRIVATE CLIENT SERVICES

Marley Dickson
OPERATIONS MANAGER

Josh Scheibley
SENIOR RETIREMENT PLAN CONSULTANT

Logan Wiebusch
RETIREMENT CLIENT SERVICES ASSOCIATE

Chris Fisher
RETIREMENT PLAN ASSOCIATE

Sunkul Soni
SENIOR WEALTH MANAGER

Katelyn Grubb
OPERATIONS COORDINATOR

Connor Delfelder
OPERATIONS COORDINATOR
