Our Team

Team Members In

Advisory Team

Abbi Kramas

CFP®

Vice President, Wealth Advisor

Dave Kurtz

CPA

Vice President, Wealth Advisor

Anthony LaBrake

CFP®

Senior Director, Wealth Advisor

Evan Laleman

CFP®

Associate Director, Wealth Advisor

Jake Landmesser

Senior Associate, Associate Wealth Advisor

Landon Lantz

Associate, Associate Wealth Advisor

Linda Litner

Senior Vice President, Advisor Group Lead

Judd Lohmann

MBA

Senior Director, Wealth Advisor

Cheryl Lutman

CFP®

Senior Director, Wealth Advisor

Amber MacBeth

FPQP®

Director, Associate Wealth Advisor

Ashley Male

CFP®, AAMS

Senior Vice President, Wealth Advisor

Matthew Malone

Senior Director, Wealth Advisor

Brittanie Mandich

Associate Director, Associate Wealth Advisor

John Marchand

CFP®, ChSNC®

Senior Vice President, Head of Advisor Training and Development

Nathan Marcus

CFP®

Associate Director, Wealth Advisor