Steven Mills
Chief Operating Officer
Cooper Grady, CLU®, CHFC®, CFP®
Director of PLANNING
Kristen M. McKeown, CLU®, ChFC®
Director of RISK MANAGEMENT
Craig F. Hemenway
Director of Trading
Suzanne Clark
WEALTH MANAGEMENT
Brent Wood
WEALTH MANAGEMENT
Raven Ostlind
Insurance
Chanice La Touche
Trading/Investments
Matt Jahn,CLU®
Senior Case Designer
BARBARA HULL
OFFICE MANAGER AND EXECUTIVE ASSISTANT TO MICHAEL DOLBERG
Gena McNair
Executive Assistant and Office Manager
Abby Powel
Executive Assistant to Jeff Carlson
CRYSTAL ROSE
Executive Assistant to Andrew Jaffee & Michael Lewis
SUZANNE MOORE
Executive Assistant to Robert Gorman
Tiffany Garland
Executive Assistant to Kurt Mueller