Our advisors

Ryan Johnsen

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ryan Johnsen Visit Ryan Johnsen's website

Armand Prestidge

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Armand Prestidge Visit Armand Prestidge's website

Dale Costello

CFP®, CRPS

Financial Advisor

Learn more about Dale Costello Visit Dale Costello's website

John Scott

CFP®, BFA, RICP®, APMA

Financial Advisor

Learn more about John Scott Visit John Scott's website

Lorilyn E Prestidge-Davtian

CFP®, CRPC, APMA

Financial Advisor

Learn more about Lorilyn E Prestidge-Davtian Visit Lorilyn E Prestidge-Davtian's website


Our team

David Ellstrom

David Ellstrom

Business Development Specialist

Haley Warren

Haley Warren

Client Service Manager

Personal Intro

Series 7, 24, 63

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Vern Ehlers

Vern Ehlers

Client Service Manager

Darren Dall

Darren Dall

Client Service Manager

Paul Mueller

Paul Mueller

Financial Planning Assistant

Personal Intro

Paul is detail oriented and works extremely hard to ensure clients have effective financial plans in place to help them reach their goals. His dedication to the planning process provides a substantial impact on clients and our team. Paul has a love for creating music using new technology and enjoys vintage video games. On weekends he is often found with family and friends at concerts or outdoor festivals.

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Ethan Bortner

Ethan Bortner

Financial Planning Assistant

Qualifications

  • CFP®, BFA™, CRPC®, APMA®
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Catherine Collins

Catherine Collins

Client Service Specialist

Amanda Gotte

Amanda Gotte

Client Service Specialist

Kelly Herington

Kelly Herington

Client Service Specialist

Elijah Bortner

Elijah Bortner

Client Service Specialist

Nicole Vydra

Nicole Vydra

Client Service Specialist

Matthew Wisla

Matthew Wisla

Client Service Specialist

Xochitl Latimer

Xochitl Latimer

Client Service Specialist

Nicholas Felty

Nicholas Felty

Intern

Seth Kunio

Seth Kunio

Intern

Stephen Anderson

Stephen Anderson

Intern