Broker Check
David K. Pederson

David K. Pederson

Advisor, Shareholder, CPA, PFS

Steven M. Fain

Steven M. Fain

Advisor, Shareholder, CPA, ChFC

Brandon L. Erickson

Brandon L. Erickson

Advisor, Shareholder, CPA, ChFC, CFP®

Daniel J. Heck

Daniel J. Heck

Advisor, Shareholder

Alex J. Sheppard

Alex J. Sheppard

Advisor, Shareholder, MBA, CFP®

Claudia Porter

Claudia Porter

Advisor, Shareholder, CFP®

Jennifer Bromberg

Jennifer Bromberg

Advisor, CFP®

Jackie Pasciak

Jackie Pasciak

Advisor CRPC, CRPS, AIF

Aaron Bean

Aaron Bean

Advisor, CPA

Julia Olson

Julia Olson

Client Service Coordinator

Tracee Hammett

Tracee Hammett

Client Service Coordinator

Kim Stone

Kim Stone

Client Data Coordinator

Jodi Miller

Jodi Miller

Client Data Coordinator

Mary Habibi

Mary Habibi

Client Scheduling Coordinator