Credible, Credentialed Expertise

Service Teams

Service teams allow our advisors, planners and portfolio managers to collaborate with one another on a range of client needs. Our teams share insights, provide back-up for one another, and rely on each other’s expertise to foster a more enriched experience for our clients. Each team is comprised of a partner in the firm, one or more financial advisors, a financial planner and a portfolio manager, all dedicated to your investment and financial planning needs.

 


  • Bill Hansen

    William S. Hansen, CFA
    Chief Financial Officer
    Chief Investment Officer
  • Michael Bruder

    Michael E. Bruder,
    CFP®, CTFA
    Senior Financial Advisor
    Senior Trust Advisor
  • Travis Boyer

    Travis Boyer, CFA, CFP®
    Senior Financial Advisor
  • Jessie Luney

    Jessie Luney
    Portfolio Manager

     


  • Mike Sellers

    Mike Sellers
    Financial Planner

  • Rick Manske

    Richard Manske, CFP®
    Chief Executive Officer
  • Neal Nolan

    Neal Nolan, CFP®
    Senior Financial Advisor
    Director of ERISA Services
  • Sarah DerGarabedian

    Sarah DerGarabedian, CFA
    Director of Portfolio Management
  • Heidi Kiesel

    Heidi Kiesel
    Financial Planner

  • Melissa Stamatiades

    Melissa Stamatiades
    Portfolio Associate

  • Gregory James

    Gregory D. James, CFP®
    Partner
  • Michael Ziemer

    Michael J. Ziemer, CFP®
    Partner
  • Tracy Allen

    Tracy Allen, CFP®
    Financial Advisor
  • Wendy S. Beaver

    Wendy S. Beaver, AAMS®
    Financial Advisor
  • Nancy Blackman

    Nancy Blackman
    Portfolio Manager
  • Aaron Combs

    Aaron Combs
    Financial Planner
  • Mickie Rose

    Mickie Rose, RP®
    Financial Planner

  • Roger James

    Roger A. James, Jr.,
    JD, CTFA
    Partner
    Director of Trust
  • Harli Palme

    Harli Palme, CFA, CFP®
    Chief Operation Officer
    Chief Compliance Officer
  • Ashley Gragtmans

    Ashley Gragtmans, CFP®
    Financial Advisor
    Director of Marketing
  • Chad E. Foster

    Chad E. Foster, CFP®
    Portfolio Manager

 

 

 

 

CFP®  and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFB Board's initial and ongoing certification requirements.

AAMS®  and ACCREDITED ASSET MANAGEMENT SPECIALIST℠ are service marks of the College for Financial Planning®.

REGISTERED PARAPLANNER℠  and RP℠ are service marks of the College for Financial Planning®. The RP designation indicates satisfaction of course requirements set forth by the College.

CFA and CHARTERED FINANCIAL ANALYST are trademarks owned by the CFA Institute.