Meet The Team

OUR COMPREHENSIVE RESOURCES FOR COMPLEX WEALTH

A team of specialists committed to serving your best interests

Mark C. Soehn
CO-FOUNDER & PRINCIPAL WEALTH MANAGER & LEAD PARTNER OF CLIENT ENGAGEMENT
Scott J. Munkvold, CFP®, CTFA
CO-FOUNDER & PRINCIPAL
WEALTH MANAGER & LEAD PARTNER OF FINANCIAL PLANNING
CERTIFIED FINANCIAL PLANNERTM (CFP®)
Scot A. Jurczyk, CFA
CO-FOUNDER & PRINCIPAL
WEALTH MANAGER & LEAD PARTNER OF INVESTMENTS CHARTERED FINANCIAL ANALYST (CFA)
Douglas W. Bennington, CFA
PARTNER
WEALTH MANAGER & CLIENT RELATIONSHIP SPECIALIST CHARTERED FINANCIAL ANALYST (CFA)
Alan M. Gunn, CTFA
PARTNER
CLIENT RELATIONSHIP SPECIALIST
Marie Beckman, CFP®
PARTNER
WEALTH MANAGER & CLIENT RELATIONSHIP SPECIALIST CERTIFIED FINANCIAL PLANNERTM (CFP®)
Chad J. Rawleigh, CFA
PARTNER
WEALTH MANAGER & CLIENT RELATIONSHIP SPECIALIST CHARTERED FINANCIAL ANALYST (CFA)
David Jutovsky, CPA
PARTNER
WEALTH MANAGER & CLIENT RELATIONSHIP SPECIALIST
CERTIFIED PUBLIC ACCOUNTANT (CPA)
PERSONAL FINANCIAL SPECIALIST (PFS)
Jeff Weinmann
OPERATIONS MANAGER

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Securities offered through Charles Schwab and TD Ameritrade. Members FINRA/SIPC.
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