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CONTACT AN ADVISOR
CONTACT US
CONTACT US
Our Approach
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
About
Why Us?
Our Team
Core Values
Locations
Our Process
FAQs
Accolades
Community Impact
Insights
Blogs
Resources
Market Commentary
Videos
News
Tools
Risk Survey
Retirement Readiness Quiz
SECURE Act RMD Calculator
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
Your Team
Wealth Advisors
Lori Daff-Siggins
President, Wealth Advisor
Jaclyn S. Jensen-Withey
Wealth Advisor
Operations
Deborah L. Daff-Siggins
Chief Operating Officer
Alicia M. Reed
Director of Operations
Kimberly Emery
Client Associate
Patricia Pollard
Client Associate
Eric Stephans
Client Associate
Sharai L. Shafer
Client Associate
Administrative Team
Jennifer Kasander
Executive Assistant
Elizabeth Zicha
Executive Assistant
Investments
Burt White
Chief Strategy Officer
Ryan Detrick
Chief Market Strategist
Jessica Golson
CIPM
Vice President, Investment Operations and Performance
Mike Lawrence
CFA®
Portfolio Manager
Patrick Sittner
Director, Portfolio Strategy
Sonu Varghese
Director, Investment Platform
Research Department
Brett Carson
CFA®
Director of Research
Kevin Zlomke
Director of Trading
Jake Bleicher
CFA®
Co-Portfolio Manager
Todd Knott
Senior Institutional Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Trading Operations Analyst
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Jamie Hopkins
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions
Erin Wood
CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions
Matt Lewis
Vice President, Insurance
Mark Petersen
CPA, CFP®
Vice President, Affluent Wealth Planning
Scott Berryman
JD
Director of Trust Services
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Patrick Carter
CPA
Director of Tax Planning
Beth Schanou
JD
Senior Wealth Planner
Michael Gruidel
CFP®
Wealth Planner
Jody Jackson
FPQP™
Paraplanner