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Kellie Sokolowski

Client Service Associate

For important Disclosures & Award Criteria, please see Disclosures
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Todd Sanford, CFP®

Scott Williams, CFP®

Partner | Investment Adviser Representative

Partner | Investment Adviser Representative

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Brent Kerstetter, CFP®, MBA

Partner | Investment Adviser Representative

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Kelly Mutual

Client Service Associate

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Kelsey Holdridge

Client Service Associate

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Mary Romanak

Client Service Associate

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Nick Bond, CFP®, MBA

Investment Adviser

representative

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Lori Bumgart, CFP®

Chief Compliance Officer 
Investment Adviser representative

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Liz Yunker

Investment Adviser

representative

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Kristen Cordell

Investment adviser representative

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Madeline Bradley

Investment Adviser representative 

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Tami Leffingwell

director of client services

Meet your team

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