Tom Taylor, CPA/PFS
Principal
Tim Mudd
Principal
Katie Smith
Director of Client Services
Lauren Dobzinski
Director of Client Engagement
Craig Pohl
Senior Financial Advisor
Colleen Williams, CPA
Director of Finance
Sara Weigman-Camarote
Director of Compliance
Michelle Koehler
Client Service Associate
Lisa Barnaba
Client Service Associate
Austine May
Client Service Associate
Katie VanVeldhuizen
Accounting Associate