Meet your team

Investment adviser representatives

client service associates

Kellie Sokolowski

Client Service Associate

For important Disclosures & Award Criteria, please see Disclosures

Todd Sanford, CFP®

Scott Williams, CFP®

Brent Kerstetter, CFP®, MBA

Partner | Investment Adviser Representative

Partner | Investment Adviser Representative

Partner | Investment Adviser Representative

Kelly Mutual

Client Service Associate

Kelsey Holdridge

Client Service Associate

Mary Romanak

Client Service Associate

Nick Bond, CFP®, MBA

Investment Adviser

representative

Lori Bumgart, CFP®

Chief Compliance Officer |

Investment Adviser representative

Liz Yunker

Investment Adviser

representative

Kristen Cordell

Investment adviser representative

Madeline Bradley

Investment Adviser representative

Tami Leffingwell

director of client services