John Vande Guchte, MST, CPA
Partner
Greg Bosch, CFA, CAIA
Chief Investment Officer
Stacy Spain
Chief Compliance Officer
Tom Pantlind, CFP®, SE- AWMA™, CRPC®
Senior Wealth Advisor
Meghan Vanderlugt, CPWA®
Senior Wealth Advisor
Connor McDevitt, CRPS®, CPFA®
Director of Retirement Services
Marleigh Plachecki
Director of Finance and Human Resources
Jamie Freeman
Client Service Advisor
Olivia Kenrick
Financial Planner
Zach Terpstra, CFA
Financial Planner
Andrew Balk
Financial Planner
Micah Kinde
Client Service Advisor
Aaron Sygiel
Executive Assistant
Sam Doletzky, CRSP®
Manager of Retirement Services
Liza Wilkes
Client Service Advisor
Steven Lloyd
Client Service Advisor
Sarah Sutliffe
Client Service Advisor