Diana Harrison

Owner, Investment Advisor Representative, CPA, CFP®, CWS®

Rachel Gustafson

Investment Advisor

Representative, CFP®, CCPS®

Christine Lam

Investment Advisor Representative, CFP®, ChSNC®

Travis Wesley

Investment Advisor Representative, MS, CFP®, MPAS™, AIF®, APMA®, CRPS™, CRPC™

Chris Knupfer

PORTFOLIO MANAGER

Tammy Susnjara

Client Services Specialist

Kristin Kralicek

Office Administrator

Carrie Howard

Marketing & Client Events Coordinator

Sarah Siegele

Tax Preparer, EA, LTC

Lilly Bargioni

Administrative Assistant