Our Financial Advisors
Laura Kuntz, CPA/PFS, MBT
Senior Wealth Manager / Shareholder
Mallory Kretman, CFP®
Wealth Manager / Shareholder
Jesse Kuusisto, CFP®
Wealth Manager
Max Carlos
Investment Associate / Associate Wealth Manager
Katie Then
Client Service & Operations Manager
Natalie Nelson
Client Service Specialist
Julia Faxon
Client Service Associate
Felix Kopycinski
Associate Wealth Manager