Our Team

Alix Kusler

Portfolio Manager, Advisor, Certified Wealth Strategist®
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Rick Photo

Rick Zich

Financial Advisor, Manager

Christina Vignery

Financial Advisor
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Rob W Photo

Robert Wright

Portfolio Manager, Financial Advisor

Bart Schannep

President, Certified Wealth Strategist®
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Lacey Rogers

Operations Manager
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Stephanie Photo

Stepahnie Prescott

Portfolio Manager Assistant

Kataya Plett

Portfolio Manager Assistant
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Sarah photo

Sarah Sbragia

Client Services


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