Tim Mitrovich
CEO & Chief Investment Officer
Jake Timm
President, Principal
Dave Gordon
Principal, Director of Advanced Planning, CFP®, MSFP, CRPC®
Ben Klündt
Principal, Financial Advisor, CFP®, CEPA
Amy Jo VanLierop
Financial Advisor, CPA
Chloe Gray
Marketing & Events Coordinator, Office Manager
Craig Bishopp
Financial Advisor
Daryl Geffken
Financial Advisor
Derek Hare
Financial Advisor & Onboarding Specialist
Jon Heideman
Financial Advisor, CPA/PFS, CFP®
Maddy Underwood
Financial Advisor, CFP®
Maria Pollack
Financial Advisor
Mike Nilson
Financial Advisor
Ryan Fisher
Chief Investment Strategist & Financial Advisor
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