Our advisors

Jeannine Strand

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeannine Strand Visit Jeannine Strand's website

Taylor Koczur

APMA

Financial Advisor

Learn more about Taylor Koczur Visit Taylor Koczur's website

Jay Untiedt

MBA, CFP®, CFA®, RICP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jay Untiedt Visit Jay Untiedt's website


Our team

Mark Schlumpberger

Mark Schlumpberger

Financial Planning Assistant

Ashley Gray

Ashley Gray

Client Service Coordinator

Amanda McManus

Amanda McManus

Executive Assistant