Our advisors

Eric M Larson

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Eric M Larson

Brian Grote

Financial Advisor

Learn more about Brian Grote

Robert Rudnicki

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Robert Rudnicki

Martin Friel

MS, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Martin Friel

Kristine Ford

Associate Financial Advisor

Learn more about Kristine Ford

Brett Meyer

Financial Advisor

Learn more about Brett Meyer

Brian Ohlinger

Financial Advisor

Learn more about Brian Ohlinger

Brian Zdeblick

Financial Advisor

Learn more about Brian Zdeblick

Morgan McDonell

Financial Advisor

Learn more about Morgan McDonell

Robert La Gesse

Financial Advisor

Learn more about Robert La Gesse


Our team

Lisa Lahner

Lisa Lahner

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Roles & Responsibilities

  • Assistant to Associate Financial Advisor, Martin Friel
  • Prepares agendas for financial meetings
  • Scheduling coordinator
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Brooke Shealy

Brooke Shealy

Client Service Manager

Roles & Responsibilities

  • Assistant to Associate Financial Advisor, Robert Rudnicki
  • Scheduling coordinator
  • Prepares agendas for financial meetings
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Cristina Strukl

Cristina Strukl

Client Relationship Manager

Andrea Jevne

Andrea Jevne

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Blair Manikas

Blair Manikas

Office Manager