Our Team

G E Buenning

G.E. Buenning

CLU®

Lisa Esslinger

Lisa Esslinger

Director of Branch Development

Jimmy Hasson

Jimmy Hasson, CFP®

Advisor Advocacy

Mike Akins

Mike Akins, MBA

Director of Operations

Caden Russell

Caden Russell

Director of Advisor Relationships

Pam Mayorga

Pam Mayorga

Operations Support Specialist

Michael Hope

Michael Hope, MBA

Director of Business Development

Michael Gaffney

Michael Gaffney

Institutional Business Development

Dawn Skramstad

Dawn Skramstad

Transitions Specialist

Stacey Holt

Stacey Holt

Transitions Specialist

Aprel German

Aprel German

Administrative Specialist

Amy Gunter

Amy Gunter

Administrative Specialist

Laura Mangelsdorf

Laura Mangelsdorf

Administrative Specialist

Amy Mueller

Amy L Mueller

Director of Marketing / Graphic Designer

Britney Dings

Brittney Dings

Marketing Specialist / Associate Graphic Designer

Shelley Reeves

Shelley Reeves

Director of Corporate Compliance

Shelley Reeves

Shelley Reeves

Director of Corporate Compliance

Benjamen Rothwell

Benjamen Rothwell

Senior Compliance Analyst

Wendy Halingstad

Wendy Halingstad

Compliance Analyst

Heather Palumbo

Heather Palumbo, CFS®

Paraplanner / Director of Portfolio & Investment Research

Chris Heiliger

Chris Heiliger

Administrative Specialist

Alex Thurby

Alex Thurby

Technology Specialist

Sybil Praski

Sybil Praski

Practice Development & Coaching