Lori Van’t Zelfden

Director, Client Communications

Monyai Stukes, CRPS™

Senior Institutional Client Service Specialist

Staci Bondura, FPQP®

Associate Director & Team Lead

Rebecca Davis

Partner & Director of Operations

Amanda Janaszek

Associate Director & Team Lead

Laura Stoner

Director of People Operations

Laura Peace

Partner & Senior Financial Advisor

Lanette Dehoff

Accounting & Office Manager

Kristina Groff, CFP®, EA

Senior Financial Advisor