Our Team

Team Members In

Advisors

Colin Lodermeier

CPA

Associate Director, Tax Advisor

Judd Lohmann

MBA

Wealth Advisor

Cheryl Lutman

CFP®

Senior Director, Wealth Advisor

Amber Macbeth

Series 65, FPQP

Associate Director, Wealth Advisor

Ashley Male

CFP®, AAMS

Senior Vice President, Wealth Advisor

Matthew Malone

Series 66

Senior Director, Wealth Advisor

John Marchand

CFP®, ChSNC®

Senior Vice President, Advisor Group Lead

Nathan Marcus

Senior Associate, Wealth Advisor

Laurie Marshall

MBA, CFP®, CDFA®

Vice President, Wealth Advisor

Ashley Mays

CFP®

Director, Wealth Advisor