Broker Check

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

Scott Grenier, CFP®, AEP®

Manager of Estate Planning | Senior Vice President

Heather Osborn

Heather Osborn

Director of Wealth Planning

James  Guckenberg

James Guckenberg, JD 

Senior Estate Specialist

Jamie  Awe

Jamie Awe, CPRC®

Sr. Insurance Solutions Consultant

Jason Spitz

Jason Spitz

Business Owner Solutions Vice President

Kelsey Clair

Kelsey Clair

Tax Strategist

Laura Ames

Laura Ames

Wealth Strategist

Laurence Kluth

Laurence Kluth

Manager, Equity Compensation Planning

Tim Steffen

Tim Steffen

Director of Tax Planning