Our Team Members

  • Bonita Graff, CPA

    CEO, Wealth Advisor

  • Cassandra Dorn, CFP

    VP of Human Capital, Financial Consultant

  • Brenda Rolli, AAMS

    VP of Client Relations, Financial Consultant

  • Brian Petersen

    Account Executive

  • Jacob Merk, CPA, CFP

    Financial Consultant

  • 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

  • Janet Darnick

    Administrative Assistant

  • Kathleen Daniels

    Administrative Assistant

  • Natalie Graff

    Accounting Manager & Administrative Associate

  • Heather Holznecht

    Director of Communications