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Leadership

Amanda Ohe

Wealth Coordinator

Angela Williams

Senior Wealth Advisor

Beth Morris

Wealth Coordinator

Brandon Butcher

Director of Tax Planning

Courtney Murnen

Tax Advisor

Cyndi Dicello

Wealth Administrator

Dan Larson

Vice President

Debby Cook

Wealth Administrator

Elizabeth Buhr

Director of Client Services

Harjot Singh

Tax Associate

James C. Oliger

Senior Fund Analyst

James Lenhoff

Founder

Jason Hass

Senior Tax Advisor

Jenny A. Burns

Senior Wealth Advisor

Jill Northcutt

Senior Client Operations Specialist

Jodi Hodges

Wealth Coordinator

John Ristau

Tax Advisor

Jordan Yeggy

Senior Tax Advisor

Kory Orellana

Operations Manager

Mark A. Bates

Chief Operating Officer

Megan Hammann

Director of Financial Planning

Michael Riney

Wealth Advisor

Michael T. Moore, Jr.

Wealth Advisor

Mike H. Loewe

Senior Wealth Advisor

Patrick D. Hayes

Chief Compliance Officer

Sam Martinez

Wealth Advisor

Samantha Upson

Wealth Coordinator

Shelly Spiller

Office Manager

Sherri Hitsman

Tax Administrator

Stephen P. King

Vice President

Trishna Shah Keiser

Senior Tax Advisor

W. David Kern

President

Wade K. Daniel

Chief Executive Officer, Founder