Our Team

Team Members In

Advisory Team

Judd Lohmann

MBA

Wealth Advisor

Cheryl Lutman

CFP®

Senior Director, Wealth Advisor

Amber Macbeth

FPQP

Associate Director, Associate 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, Head of Advisor Training and Development

Nathan Marcus

CFP®

Associate Director, Wealth Advisor

Brady Marlow

CFP®, CAP ®, CPWA®, AEP

Vice President, Wealth Advisor

Laurie Marshall

MBA, CFP®, CDFA®

Vice President, Wealth Advisor

Ashley Mays

CFP®

Director, Wealth Advisor