Our Associates

 
  • Todd Sivak, ChFC®, CFP®, CFS

    Todd Sivak, ChFC®, CFP®, CFS

    Director of Wealth Management, VP

  • Tim Schlosser<br><br>

    Tim Schlosser

    Director of Wealth Management Operations, VP

  • Micah Schroeder

    Micah Schroeder

    Financial Consultant

  • Jeremy Wenzlow

    Jeremy Wenzlow

    Para Planner, CFP

  • Luke Novak

    Luke Novak

    Client Service Coordinator

  • Lauren Knop

    Lauren Knop

    Client Relations Coordinator

  • Merek Williams

    Merek Williams

    Administrative Assistant