Our Team

Team Members In

Advisory Team

Cody Koletic

CFP®

Senior Director, Wealth Advisor

Claude Koontz

CFA

Senior Vice President, Wealth Advisor

Nick Krakosky

CFP®

Senior Director, Wealth Advisor

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

Jeffrey Lester

Vice President, Retirement Plan Advisor