Our advisors

Scott Maasch

BFA, CRPC

Client Relationship Manager

Retirement Specialist
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Catherine Shelehov

CRPC

Client Support Associate

Experienced Client Support Associate
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Cole Buhl

Client Relationship Manager

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Jake Vinje

Client Support Associate

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Jason T. Carver

Client Support Associate

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John Thibault

BFA, CRPC

Client Relationship Manager

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Lou Ann Matossian

CFP®, CAP®

Client Support Associate

Experienced Client Support Associate
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Mark Reed

CRPC

Client Relationship Manager

Family Finances Specialist
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Mike Huberty

Client Support Associate

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Nina Wills

BFA, CRPC, APMA, CMFA®

Manager AAC

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Sandra Liebgott

Client Relationship Manager

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Teague Nelson

Client Support Associate

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Tommy Garibaldi

Client Support Associate

Experienced Client Support Associate
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Tony Martin

Client Support Associate

Lead Client Support Associate
Learn more about Tony Martin