EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

Operations Specialist

Rachel Jacobson

Operations Specialist

Samantha Swilley

Operations Specialist

Sara Flint

Operations Specialist

Ally Watchilla

Senior Administrative Assistant

Molly Veasey

Administrative Assistant

Nicole Boysen

Administrative Assistant / Paraplanner

Lorraine Vorko

Trader

Jared Baum

Investment Analyst

Jon Cahill, CFP®

Head of Advisor Growth and Engagement

John Anderson