Our Associates

 
  • Tom D. St. Hilaire

    President, Financial Advisor, Firm Policy Board Member, Investment Committee Chair, Operating Committee Member

  • Hailey Hollenhorst

    Financial Advisor, Firm Policy Board Member, Investment Committee Member

  • Jamie Schrupp

    Financial Advisor, Firm Policy Board Member, Investment Committee Member

  • Brian Anderson

    Paraplanner

  • John Glomski

    Retirement Plan Advisor, Firm Policy Board Member, Investment Committee Member

  • Tom W. St. Hilaire

    Founder, Firm Policy Board Member, Investment Committee Member

  • Max Abdella

    Investment and Tax Coordinator

  • Angie Bergren

    Sr. Insurance Coordinator

  • Mark P. Boyle

    COO | CCO, Firm Policy Board Member, Operating Committee Member

  • Stacie Corrigan

    Investment Coordinator & Paraplanner

  • Jennifer Dinndorf

    Scheduling & Communications Coordinator

  • Joe Dutcher

    Portfolio Strategist

  • Sue Harren

    Sr. Investment Coordinator

  • Marcia Heigl

    Investment Coordinator

  • Tara Hines

    Investment Coordinator

  • Todd Howen

    Sr. Paraplanner

  • Pam Johannes

    Sr. Investment Coordinator

  • Julie Kleman

    Sr. Scheduling & Communications Coordinator

  • Kari Paek

    Investment Coordinator

  • Kara Patton

    Insurance Coordinator & Paraplanner

  • Corie Rymer

    Investment Coordinator

  • Burke Tagney

    IT Coordinator

  • Alexander Warzecha

    Portfolio Coordinator, Investment Committee Member