About Us Meet Our Team

Advisors

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Dirk Bernd, AWMA®

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Ellie Buntin, CPA

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Gunnar J. Harrison, AFC®

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enjamin J. Rickey, MSPFP, CFP®, CIMA®, CPWA®

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Quentin R. Rickey, CPA

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Chelsie M. Smith, CFP®

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Joy Stenehjem, CFP®, CPA

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Susan Van Tress, COO, MSML

Client Service Team

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Vicky Aguilar

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Kayla Parker

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Michelle Zurcher

Client Service Manager

Operations

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Jacqueline Cremen

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Sean Etherington

Investment Management & trading

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Matt Hargreaves, CIMA®

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Glenn McKee

Tax

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Cullen Luckett

Billing and Data Management Department

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Christine Snider