Taylor Schatz
Office Manager
Who We Are
Our People
Tim MitrovichCEO & Chief Investment Officer
Jake TimmPresident
Brian BettsCIO
Craig BishoppFinancial Advisor
Ryan FisherFinancial Advisor
Dave GordonDirector of Retirement Planning, CFP®, CRPC®
Mike GordonFinancial Advisor, CFP®
Jon HeidemanFinancial Advisor
Charlie KeturakatFinancial Advisor
Ben KlündtFinancial Advisor
Jonna DamianoFinancial Advisor
Casey LawrenceClient Services
Sage SwansonClient Manager
Shelby WulfClient Manager
Sam EdmondsClient Manager
Taylor SchatzOffice Manager