Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Russell Runck

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Russell Runck

Katy Flom

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Katy Flom

Kelly Rach

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kelly Rach

Lorie Kirtz

Financial Advisor

Learn more about Lorie Kirtz


Our team

Stacy Rolf

Stacy Rolf

Paraplanner,

Financial Planning Specialist

Qualifications

  • Finra Series 7 License

  • Finra Series 63 License

  • Life, Health and Accident Insurance License

Roles & Responsibilities

  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Responsible for managing client data and input in financial planning tool. Works closely with the advisor to create and maintain financial plans in preparation for meetings.
  • Works closely with advisor to process insurance applications and servicing forms
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Amy Rettig

Amy Rettig

Client Service Coordinator

Roles & Responsibilities

  • Schedules appointments for Advisors
  • Client Concierge - phones/reception
  • Meeting preparation for Advisors
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Mandy Woltjer

Mandy Woltjer

Client Service Specialist

Roles & Responsibilities

  • Responsible for preparing, completing and following up on forms and account applications necessary to process transactions and maintain existing client accounts.
  • Supports advisors with follow up after meetings
  • Processes transactions for Advisors
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Alejandra Bustos Megia

Alejandra Bustos Megia

Client Service Coordinator,

Marketing Specialist

Roles & Responsibilities

  • Coordinates and contacts clients for financial plan data
  • Creates and maintains social media and website content
  • Supports Advisors in executing marketing plans and events
  • Client Concierge - phones and reception
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