People

• Roger Abel, AIF

  President, Wealth Advisor
  
  

• Elias Randel

  Vice President, Wealth Advisor
  
  

• Jonas Everett

  Wealth Advisor
  
  

• Casey Mushrush, J.D., AIF®, CFP®

  Wealth Advisor
  
  

• Chris McNeal, CFS

  Wealth Advisor
  
  

• Scott Klahn

  Wealth Advisor
  
  

• Brock Renner, LUTCF

  Wealth Manager
  
  

• Ronald Pfeiffer

  Wealth Manager
  
  

• Mark Hunter

  Wealth Advisor
  
  

• Linda Elliff

  Client Support Coordinator
  
  

• Diana (Dee) Knoll

  Client Relations Coordinator
  
  

• Molly Nordlocken

  Marketing Coordinator
  
  

• Chase Zuidema

  New Business & Operations Coordinator
  
  

• Dan Walterman

  Director of Health Division
  
  

• Libby Greenlee

  Director of Operations, Health Division