Dena Froiland
Co-Founder
Tim Regan
Colleen Kehoe
Chief of Staff
Amanda DeVore
Head of New Business and Service
Jared Quinn
Head of Financial Planning and Investment Operations
Joe Witkowski
Financial Planner
Chloe Rudningen
Investments and Trading Specialist
Koren Mescher
Tim G. Regan
Chris Zou
Michael Cejer
Operations Specialist
Tandra Broadway
Alex Theisen
Stephanie Watson
August Mays
Danielle McFarland
Tom Matteucci
Trey DeJager
Integration Manager
Stephanie Tollefson
Marketing Coordinator
Deuce Froiland
Experience Coordinator
Lodishen Narayanasawmy
Data and Insights Coordinator
