Margaret Beggs Towle

Senior Vice President, Financial Advisor

CPA

Andrew Thelander

Senior Vice President, Financial Advisor

CFP®, RICP®, CAP®

Jennie Boland

Senior Vice President, Financial Advisor

CFP®

Bill Sukup

Senior Vice President, Financial Advisor

CFP®, RICP®

Christian Okada

Senior Vice President, Financial Advisor

CFP®, RICP®

Lisa Swanson

Kathryn Hauck

Client Service Associate

Cathy Silk

Client Service Manager

Martha McDaniel

Client Service Associate

Maggie Williams

Client Service Associate

Garett Maag

Financial Planning Assistant

Kim Kummet

Senior Client Service Associate