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Advisors and Financial Planning
About Us
Our Team
Advisors and Financial Planning
Matthew R. Adams CFP®, CPA, CDFA®
Lead Advisor
Alana C. Asmussen CFA, CFP®
Lead Advisor, Principal
William G. Beamer CFA, CFP®
President, Chief Investment Officer, Principal
Jacqueline A. Bell CFA, CFP®
Lead Advisor
Michael S. Brown CFA, CFP®, CPA
Lead Advisor, Principal
Anna E. Diaz CFP®
Lead Advisor
Jake T. Erlendson CFA, CFP®
Lead Advisor
Kelly A. Feldmann CFP®
Financial Planner
Peggy M. Kahn
Financial Planner
Brett R. Pernicano CFA, CFP®, CDFA®, ChFC®, CLU®
Lead Advisor
Gregory J. Richardson CFP®, MPAS℠
Lead Advisor
Grant A. Webster CFP®
Lead Advisor
Mark Wernig CFP®
Lead Advisor
Dale E. Yahnke CFA, CFP®
Chief Executive Officer, Principal
