Our Dedicated Team

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Senior Management

Michelle Warner

Chief Operations Officer

Oversees the day-to-day operations of the firm including Advisors, the Plan Service Team, and Back-Office operations ...

Jim Wilson

President, CEO, Advisor, CFP®

Jim has been in the financial services industry for 30+ years. 

He is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, holds a Series 65, and is currently accepting new clients ...

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David Holloway

Advisor, CFP

David has been in the financial services industry for 15+ years. He is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, holds a Series 65, and is currently accepting new clients ...

 

 

Advisor Representatives & Portfolio Managers

Elizabeth stutzke

Advisor & Portfolio Manager

Elizabeth holds a Series 65 and is currently accepting new clients. 

As Portfolio Manager, Elizabeth manages the portfolios for clients with last names starting with A-K ...

Molly Chase

Portfolio Manager

As Portfolio Manager, Molly manages the portfolios for clients with last names starting with L-Z ...                                                  

 

 

Client Services

Jen isotalo

Administrative Dept. Manager          Billing & Reporting

Supervises Administrators, maintains the firm's portfolio reporting system, and processes client bills ...

Nichole Miller

Portfolio Administrator

Handles client service requests for clients with last names starting with A-K

Alyssa flynn

Portfolio Administrator

Handles client service requests for clients with last names starting with L-Z

 

Compliance, Scheduling, & Office Management 

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Sarah dahmen

Chief Compliance Officer

Responsible for monitoring, testing, and the reporting of the firm's compliance program ...                           

Robin Rickey

Office Manager & Scheduling

Oversees all aspects of scheduling for meetings and event planner for company events ...

Robyn Graham

Office Assistant

Maintains office supplies and equipment, completes internal tasks, and acts as a secondary receptionist ...