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Advisors and Financial Planning
About Us
Our Team
Advisors and Financial Planning
Matthew R. Adams CPA, CFP®
Portfolio Manager
Alana C. Asmussen CFA, CFP®
Portfolio Manager, Partner
William G. Beamer CFA, CFP®
President, Chief Investment Officer, Partner
Jacqueline A. Bell CFA, CFP®
Portfolio Manager, Director
Michael S. Brown CFA, CPA, CFP®
Portfolio Manager, Partner
Tracy S. Burgett JD, CFP®, CPWA®
Director of Financial Planning
Jake T. Erlendson CFA, CFP®
Portfolio Manager
Kelly A. Feldmann CFP®
Financial Planner
Peggy M. Kahn
Financial Planner
Brett R. Pernicano CFP®, ChFC®, CLU®
Portfolio Manager
Gregory J. Richardson MPAS®, CFP®
Portfolio Manager
Grant A. Webster CFP®
Portfolio Manager
Mark Wernig CFP®
Portfolio Manager
Dale E. Yahnke CFA, CFP®
Chief Executive Officer, Founding Partner
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