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
