Financial Planner
Sahand Elmtalab
Paraplanner
David Hogen
Financial Planning Director
Johanna Raghavendra
Sean Mulchrone
Investment Specialist
Aaron Wachter
Business Coordinator
Krystal Soung
New Business Team Lead
Ryan Peterson
Life Insurance Support Specialist
Lindsi Phillippi
Insurance Director
Matt Sandstrom
Mickey Baker
Chief Operating Officer
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