Associates

 
  • John Wimbiscus

    John Wimbiscus

    CFP®, RLP®, NAPFA-Registered Financial Advisor®

  • Miguele Atkins

    Miguele Atkins

  • Harlan Freeman

    Harlan Freeman

    CFA®, CFP®, CPA, NAPFA-Registered Financial Advisor®

  • Jesse Golik Meineke

    Jesse Golik Meineke

  • Mike Hernberg

    Mike Hernberg

    CFP®, MBA, CDFA®, NAPFA-REGISTERED FINANCIAL ADVISOR®

  • John Kolko

    John Kolko

    Tax Manager

  • Nancy Ladd

    Nancy Ladd

    CFP®, CKA®, NAPFA-Registered Financial Advisor®

  • Julie Pokorny

    Julie Pokorny

  • Elizabeth Salgado

    Elizabeth Salgado

  • Rob Storm

    Rob Storm

    Portfolio Administrator

  • Angie Swoboda

    Angie Swoboda

    Financial Planning Assistant