Our Team

Team Members In

Advisory Team

Ryan Heider

MBA

Vice President, Wealth Advisor

Alissa Hitchcock

CFP®

Senior Associate, Associate Wealth Advisor

Andrew Hogan

Senior Associate, Wealth Advisor

Will Holz

MBA

Associate Director, Wealth Advisor

Andrew Hosbach

Wealth Management Analyst

Matthew Jaeger

CFP®

Associate Director, Wealth Advisor

Jenna Johnson

RICP®

Senior Director, Wealth Advisor

Shandon Johnson

CFP®

Director, Wealth Advisor

Carter Justice

CPA

Senior Associate, Tax Specialist

Michael Kelley

Vice President, Wealth Advisor