Our Team

Investment Advisor Representatives

Todd Sanford, CFP®

Partner

Scott Williams, CFP®

Partner

Brent Kerstetter, CFP®, MBA

Partner

Nick Bond, CFP®, MBA

Lori Bumgart, CFP™

Chief Compliance Officer

Liz Yunker

Client Services Associates

Tami Leffingwell

Director of  Client Services

Kelly Mutual

Kelsey Holdridge

Mary Romanak

Kellie Sokolowski

CONTACT US

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8:30am to 5:00pm

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