Our Team

Team Members In

Advisors

Ryan Koler

CFP®

Associate Director Wealth Advisor

Cody Koletic

CFP®

Senior Director, Wealth Advisor

Claude Koontz

CFA

Senior Vice President, Wealth Advisor

Kevin Koski

CPA

Vice President, Tax Advisor

Nick Krakosky

CFP®

Senior Director, Wealth Advisor

Abbi Kramas

CFP®

Senior Director, Wealth Advisor

Dave Kurtz

CPA

Vice President, Wealth Advisor

Anthony LaBrake

CFP®

Senior Director, Wealth Advisor

Evan Laleman

Senior Associate, Wealth Analyst

Landon Lantz

Associate, Associate Wealth Advisor