Our Team

Team Members In

Advisors

Charlie Lawson

CPA

Vice President, Tax Services Department Lead

Jeffrey Lester

Vice President, Retirement Plan Advisor

Linda Litner

Senior Vice President, Advisor Group Lead

Colin Lodermeier

CPA

Associate Director, Tax Advisor

Judd Lohmann

MBA

Wealth Advisor

Cheryl Lutman

CFP®

Senior Director, Wealth Advisor

Amber Macbeth

Series 65, FPQP

Associate Director, Wealth Advisor

Ashley Male

CFP®, AAMS

Senior Vice President, Wealth Advisor

Matthew Malone

Series 66

Senior Director, Wealth Advisor

John Marchand

CFP®, ChSNC®

Senior Vice President, Advisor Group Lead