Sascha M. Schreiber, CFP®
Wealth Planner
Stephanie Quick
Wealth Planning Associate
Timothy M. Steffen, CPA/PFS, CFP®, CPWA®
Director of Advanced Planning
Kelsey Clair, CPA
Senior Tax Strategist
Rick Holman
Senior Estate Planner
Robert J. Robes, JD, LLM
Wealth Strategist
Jaleigh White, CPA, CPWA
Director of Family Wealth