Associates
Advisors
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LeaAnn M. Moore, CRC®, AIF®
Partner, Financial Advisor
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Scot Blehm, RICP®, AIF®
Partner, Financial Advisor
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Mark Kamerzell, RICP®, AIF®
Partner, Financial Advisor
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Jeff Platter, AIF®
Financial Advisor
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Damien Martinez, CRPC®, AIF®
Financial Advisor
Service Team
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Jill Happold
Operations Manager
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Lindsay Mierau
Client Services Coordinator
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Gretchen Rathbun
Retirement Plan Service Associate
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Christine Nieman
Client Relations Specialist