Our Team

Al Winsand, CLU®, ChFC®, CLTC®

Financial Advisor

Ashley Rodriguez

Lead Client Relationship Manager

Ayden Hall

Financial Advisor Support Coordinator

Ben Rothering

Medicare Specialist

Blake Stewart

Business Systems & Data Coordinator

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

Administrative Assistant

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

Katie Holtan

Client Support Coordinator

Kelly Nelson

Client Relationship Manager
Lead Client Support Coordinator

Kyle French, CIMA®, CFP®, AIF®

Financial Advisor

Kyle Gilbertson CFP®

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

Senior Partner, Financial Advisor

Luke Wendt, E.A.

Tax Advisor

Manjula Hettiarachchi, CFA, CFP®

Lead Financial Strategist

Patty Peck

Client Relationship Manager

Ryan Ueberfluss

Tax Advising Support Coordinator

Samantha Oxley

Client Support Coordinator

Shane Roth, AIF®

Financial Advisor

Tom Brien, AIF®

Financial Advisor