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