our Team
Our team is ready to work with you
Ben Goethel, J.D.
Partner, Senior Wealth Strategist
Heather Fortune Vestweber
Founding Partner, Wealth Advisor
Brett Halley, CFA®
Chief Investment Officer, Founding Partner
Bryan Jarman, CFA®
Partner, Portfolio Manager
Chris Casey
Founding Partner, Investment Strategist
Dave Arens
Founding Partner, Managing Director
Bryan Johnson
Founding Partner, Co-Head of M&A
David Holtorf
Founding Partner, Managing Director
Michael Leabo, CRPS®
Associate Investment Advisor
Madison Vestweber
Associate Wealth Advisor
Hayden Passmore
Associate Investment Advisor
Beth Rodriguez
Client Relationship Specialist
Tonya Weber
Senior Client Associate
David Tawil, CTFA®
Founding Partner, Managing Director
Mandy Jones
Client Relationship Specialist
Debra Wilkens, CFA®
Founding Partner, Senior Portfolio Manager
Elvira Portillo
Senior Client Associate
Gayle Fincher
Partner, Managing Director
Giovani Rodriguez Martinez, PhD, CPA
Associate Wealth Advisor
Nicole Tripp
Senior Client Associate
Jeffrey Steiner
Partner, Senior Portfolio Manager
Leslie Wall
Senior Client Associate
Liz Yzaguirre
Client Relationship Specialist
DeAnna Connell
Senior Client Associate
Kim Cappellano
Chief Executive Officer, Founding Partner
Wendy Brekken, J.D.
President, Chief Wealth Planning Officer
Maxwell Smith
Co-Director of M&A
Marissa Bormann
Director of Operations
Melissa Clines
Director of Firm Engagement & Execution
Russell Samples, CTFA®
Founding Partner, Managing Director
Timothy Durbin
Partner, Managing Director
Tyler Schlumpf, CFA®
Partner, Senior Portfolio Manager
Zac Ritchey, CFP®
Partner, Managing Director, Lead Advisor
Austin Brekken
Client Service Assistant
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