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CONTACT AN ADVISOR
CONTACT US
CONTACT US
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Women Investors
About
Why Us?
Our Team
Meeting Process
Client Events
What Makes Us Different
Client Summary
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Tools
Risk Survey
Retirement Readiness Quiz
SECURE Act RMD Calculator
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
College Readiness Quiz
Your Team
Wealth Advisors
Mark Bain
CFS, BCM
Managing Director, Senior Wealth Advisor
Denise Talbert
Wealth Advisor
Kayla Oliver
Wealth Advisor
Client Services
Jennifer Tinseth
Director of Client Services
Joshua Simpson
Paraplanner
Linda Walker
Relationship Manager
Nick Rodgers
Relationship Manager
Kurt Beachy
Relationship Manager
Operations
Karen Bain
Director of Operations
Julie Petterson-Chinburg
Director of First Impressions
Jenni Saldivar
Tech Manager and Marketing Coordinator
Jenn Bentz
Director of Marketing and Events
Investments
Ryan Detrick
CMT®
Chief Market Strategist
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Sonu Varghese
Ph.D.
Vice President, Global Macro Strategist
Mike Lawrence
CFA®
Portfolio Manager
Grant Engelbart
CFA®, CAIA®
Vice President, Investment Strategist
Barry Gilbert
CFA®, Ph.D.
Vice President, Asset Allocation Strategist
Research Department
Kevin Zlomke
Director of Trading
Todd Knott
Senior Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kaleigh Sanders
Specialist, Trade Operations
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Matt Lewis
CLU®, CLTC®
Vice President, Insurance
Scott Berryman
Director, Trust Solutions
Mike Valenti
CPA, CFP®
Director, Tax Planning
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Michael Barczak
CFA
Director, Retirement Plans - Investments
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Jon Fuller
Manager, Brokerage Solutions
Jody Jackson
Coordinator, AST
Josh Ream
Sr. Specialist, Internal Insurance
Michael Gruidel
CFP®
Wealth Planner
Ryan Egolf
EA
Senior Tax Planner
Thomas Resner
Director, Retirement Operations
Tom Mullen
Senior Tax Planner