Dan Mulheran
President
Ben Clymer, CFP®
Managing Partner
Bill Quinn
Director of Operations
Bob Cron
Director of Investments – Senior Advisor
Josh Zajicek, CFA®
Director of Investments
Eric Turcott, CFA®
Investment Analyst
Luke Holliday
Client Consultant
Eric Schierhorn, CFP®
Private Wealth Advisor
Anna Molinari
Wealth Management Associate
Ryan Scott
Wealth Management Associate
Charlie Pears
Retirement Client Advocate
Bailey Sauvé
Investment Analyst
Christine Wermerskirchen
Executive Assistant
Wesley Carlsen
Data Analyst Intern
Beckett Nystrom
Private Wealth Management Intern
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