Our Team

Team Members In

Advisors

Chris Rule

CFP®

Vice President, Wealth Advisor

Alex Rupert

CFP®

Senior Director, Wealth Advisor

Dan Russler

Senior Vice President, Wealth Advisor

Gabriel Sauvinsky

CRPC®

Associate Wealth Advisor

Nikki Savage

CFP®

Senior Director, Wealth Advisor

Dave Sayers

CFP®, CDFA®, MBA

Vice President, Wealth Advisor

Janelle Schrupp

J.D.

Vice President, Estate Planning Lead

Brandon Schwab

MBA, AWMA, CPWA

Senior Director, Wealth Advisor

Kathryn Senn

CFP®

Associate Director, Wealth Advisor

Selene Serkland

CFP®

Director, Wealth Advisor