Our Team

Team Members In

Advisors

Isabel Song

CFP®, CIMA®, CTFA

Senior Director, Wealth Advisor

Ryan Spaude

CFP®, Series 65, Series 7

Senior Vice President, Wealth Advisor

Melissa Stagman

CPA

Senior Director, Tax Advisor

Tiffany Stover

CFP®

Director, Wealth Advisor

Dave Stribula

CFP®, CEPA®

Senior Director, Family Wealth

Bella Swanson

Associate, Associate Wealth Advisor

Bill Szlag

Tactical Wealth Advisor

Benjamin Taylor

CFP®

Senior Associate, Wealth Advisor

Steve Tecker

CFP®

Director, Wealth Advisor

Matthew Teetor

Senior Vice President, Wealth Advisor