Our Team

Al Winsand, CLU®, ChFC®, CLTC®

Founder
Financial Advisor

Ashley Rodriguez

Senior Support Team Lead
Client Relationship Manager

Ayden Hall

Financial Advisor Support Coordinator

Ben Rothering

Medicare Specialist

Blake Stewart

Business Data & Systems Coordinator

Brenda Hartinger

Client Relationship Manager

Chris Peck, CEP®, CRPC®, CMP™

Financial Advisor

Daly Natal

Client Support Coordinator

Daytona Thelke

Client Support Coordinator

Desiree Alexander, ChFC®, AIF®

Financial Advisor

Elizabeth Lamb

Senior Manager
Tax Support Coordinator

Evalyn Lotta

Financial Advisor Support Coordinator Intern

Gabriella Jenkins

Client Support Coordinator

Jacob Marty

Financial Advisor

Jeff Lamb, ChFC®, AIF®

President
Financial Advisor

Jeremy Argue, ChFC®, AIF®

Financial Advisor

Jodi Thieme

Client Support Coordinator

John Augustin, ChFC®

Financial Advisor

Katie Holtan

Client Support Coordinator

Kearstin Foster

Client Support Coordinator

Kelly Nelson

Support Team Lead
Client Relationship Manager

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®

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 Manager

Reid Graham

Financial Advisor Support Coordinator Intern

Ryan Ueberfluss

Tax Advisor Support Coordinator

Samantha Oxley

Client Support Coordinator

Shane Roth, AIF®

Financial Advisor

Tom Brien, AIF®

Financial Advisor