Tim Steffen CPA-PFS, CFP®, CPWA®
Director of Advanced Planning
Scott Grenier, CFP®, AEP®
Senior Vice President, Manager of Financial & Estate Planning
James Guckenberg, JD, CTFA
Vice President, Senior Estate Planner
Jeannette Haen
Vice President, Investment Products Consultant- Education Planning
Kelsey Clair, CPA®, CPWA®
Senior Tax Strategist