Broker Check

Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Arild Holm, CFA

Investment Committee Member*

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Jared Sutton, CFA, CFP®

Investment Committee Member*

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James Wessels, CPA/PFS, CFA

Investment Committee Member*

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Sean Phillips, CFA

Investment Committee Member*

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Eric Johnson, JD*, CPA, CLU, ChFC

Trust, Estate, Business, & Tax Planning*

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Matt Boehnke, CFP®

Director of Financial Planning*

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Mike Berry, CFP®

Risk Management Solutions*

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Emily Tripp

Financial Planning Associate*

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Angie Dietz

Compliance Officer*

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Julie Jones

Senior Relationship Manager*

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Kim Pegg

Senior Operations Associate*

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Micaela Chase

Director of Client Operations*

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Rob Edwards

Retirement Plans Relationship Manager*

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Wendy Lilly, CPFA

Retirement Plan Services*

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