Advisory Team
“The Team Behind our Team” is a carefully selected group of professional advisors with whom we work. These individuals are experts in their fields and are available to assist us in addressing your needs. Often, it is with their help that we evaluate specific challenges and devise appropriate recommendations. We are pleased to introduce them to you.
Scott Grenier, CFP®, AEP®
Manager of Estate Planning | Senior Vice President
Heather Osborn
Director of Wealth Planning
James Guckenberg, JD
Senior Estate Specialist
Jamie Awe, CPRC®
Sr. Insurance Solutions Consultant
Jason Spitz
Business Owner Solutions Vice President
Kelsey Clair
Tax Strategist
Laura Ames
Wealth Strategist
Laurence Kluth
Manager, Equity Compensation Planning
Tim Steffen
Director of Tax Planning