Our advisors

Alex Fee

BFA, CRPC

Client Support Associate

Lead Client Support Associate
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Benjamin Kyes

MS, CFP®, APMA, AWMA℠, CRPS, BFA, CRPC

Manager AAC

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Brent Cook

MBA, BFA

Client Support Associate

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Clarice Toth

Client Support Associate

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Jacob Nelson

CRPC

Client Relationship Manager

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Josh Wood

CRPC

Client Relationship Manager

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Kate McGann

Client Relationship Manager

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Kurta Beyan

Client Support Associate

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Noah Urrutia

Client Support Associate

Experienced Client Support Associate
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Ryan Kuehne

CRPC

Client Relationship Manager

Retirement Specialist
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Zach Stegmiller

BFA

Client Support Associate

Learn more about Zach Stegmiller