Meet The Team

OUR COMPREHENSIVE RESOURCES FOR COMPLEX WEALTH

A team of specialists committed to serving your best interests

MEET
THE TEAM

Beckman, Marie

  • PARTNER
  • WEALTH MANAGER
  • CLIENT RELATIONSHIP SPECIALIST

Jutovsky, David CPA, PFS

  • PARTNER
  • WEALTH MANAGER
  • CLIENT RELATIONSHIP SPECIALIST

Soehn, Mark

  • PARTNER
  • WEALTH MANAGER
  • LEAD PARTNER OF CLIENT ENGAGEMENT

Bennington, Doug, CFA

  • PARTNER
  • WEALTH MANAGER
  • CLIENT RELATIONSHIP SPECIALIST

Munkvold, Scott CFP®

  • PARTNER
  • WEALTH MANAGER
  • LEAD PARTNER OF FINANCIAL PLANNING

Varner, Matt, CFP®

  • WEALTH MANAGER
  • CLIENT RELATIONSHIP SPECIALIST

Gunn, Alan CTFA

  • PARTNER
  • CLIENT RELATIONSHIP SPECIALIST

Rawleigh, Chad CFA

  • PARTNER
  • WEALTH MANAGER
  • CLIENT RELATIONSHIP SPECIALIST

Weinmann, Jeff

  • OPERATIONS MANAGER

Jurczyk, Scot CFA

  • PARTNER
  • WEALTH MANAGER
  • LEAD PARTNER OF INVESTMENTS

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