Al Winsand, CLU®, ChFC®, CLTC®Financial AdvisorAshley RodriguezLead Client Relationship ManagerBen RotheringMedicare SpecialistBlake StewartClient Support CoordinatorCarter LomasFinancial Advisor Support CoordinatorChris Peck, CEP®, CRPC®, CMP™Financial AdvisorDaytona ThelkeClient Support CoordinatorDesiree Alexander, ChFC®, AIF®Financial AdvisorElizabeth LambAdministrative AssistantJacob MartyFinancial Advisor Jeff Lamb, ChFC®, AIF®President, Financial AdvisorJeremy Argue, ChFC®, AIF®Financial AdvisorJodi ThiemeClient Support CoordinatorKatie HoltanClient Support CoordinatorKelly NelsonLead Client Support CoordinatorKyle French, CIMA®, CFP®, AIF®Financial AdvisorLisa Mumper, M.B.A., AIF®Financial Advisor Luke Kraft, CFP®, AIF®, CAIASenior Partner, Financial Advisor Lucas Marty, CFP®, AIF®Financial AdvisorLuke Wendt, E.A.Tax AdvisorLukas Kolasch, AIF®Financial AdvisorManjula Hettiarachchi, CFA, CFP® Lead Financial Strategist Patty PeckClient Relationship ManagerSadee DuernbergerClient Support CoordinatorShane Roth, AIF®Financial AdvisorSuzanne SorianoDirector of Business DevelopmentTom Brien, AIF®Financial Advisor
