Our Team Members
-
Bonita Graff, CPA
CEO, Wealth Advisor
-
Cassandra Dorn, CFP
V.P. of Human Capital, Financial Consultant
-
Brenda Rolli, AAMS
V.P. of Client Relations, Financial Consultant
-
Jacob Merk, CPA, CFP
V.P. of Investment Strategy, Financial Consultant
-
Brian Petersen
Account Executive
-
Alexander Hintze
Associate Financial Consultant
-
Connie Kostichka
Client Relations Coordinator
-
Carrie Hintze
Office Manager
-
Alice Pichler
Administrative Associate
-
Betsy LaFontaine
Administrative Associate
-
Chantel Rechek
Administrative Associate
-
Dawn Makurat
Administrative Associate
-
Kathleen Daniels
Administrative Assistant
-
Natalie Graff
Accounting Manager & Administrative Associate
-
Heather Holznecht
Director of Communications