Our Team

Al Winsand, CLU®, ChFC®, CLTC®

Founder
Financial Advisor

Alexah Mellenberger

Client Support Coordinator

Ashley Rodriguez

Senior Support Team Lead
Client Relationship Specialist

Ayden Hall

Financial Advisor

Ben Rothering

Medicare Specialist

Blake Stewart

Senior Lead of Business Systems & Data
STAR Team Lead

Brenda Hartinger

Client Relationship Specialist

Chris Peck, CEP®, CRPC®, CMP™

Financial Advisor

Christian Eernisse

Tax Advisor Support Coordinator

Daly Natal

Client Relationship Coordinator

Daytona Thelke

Client Relationship Coordinator
Marketing & Events Coordinator

Desiree Alexander, ChFC®, AIF®

Financial Advisor

Elizabeth Lamb

Senior Manager
Tax Support Coordinator

Evalyn Lotta

Financial Advisor Support Coordinator Intern

Gabriella Jenkins

Client Relationship Coordinator

Jacob Marty

Financial Advisor

Jason Skinner

Financial Advisor Support Coordinator

Jeff Lamb, ChFC®, AIF®

President
Financial Advisor

Jeremy Argue, ChFC®, AIF®

Financial Advisor

Jodi Thieme

Client Relationship Coordinator
RPT Class Coordinator

John Augustin, ChFC®

Financial Advisor

Katie Prohaska

Client Relationship Coordinator

Kearstin Foster

Client Support Coordinator

Kelly Nelson

Support Team Lead
Client Relationship Specialist

Kiran Joshi

Financial Advisor Support Coordinator Intern

Kyle French, CIMA®, CFP®, AIF®

Financial Advisor

Kyle Gilbertson, CFP®, AIF®

Financial Advisor

Lisa Mumper, M.B.A., AIF®

Financial Advisor

Lucas Marty, CFP®, AIF®

Financial Advisor

Lukas Kolasch, AIF®, ChFC®

Financial Advisor

Luke Kraft, CFP®, AIF®, CAIA

Financial Advisor

Luke Wendt, E.A.

Senior Tax Team Lead
Tax Advisor

Manjula Hettiarachchi, CFA, CFP®

Lead Financial Strategist

Patty Peck

Client Relationship Specialist

Reid Graham

Financial Advisor Support Coordinator Intern

Ryan Ueberfluss, E.A.

Tax Advisor

Samantha Oxley

Client Relationship Coordinator
Marketing & Events Coordinator

Shane Roth, AIF®

Financial Advisor
Pre-Medicare Specialist

Tom Brien, AIF®

Financial Advisor

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