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Our People – Your Team
We Are Dedicated To Simplifying The Pursuit Of Your Goals
- Kurt RossiPresident & Wealth Advisor
MBA, CFP®, CRPC®, AIF® - Leif PettersenWealth Advisor
CRPC®, CDFA® - Daniel LindquistWealth Advisor
CFA®, CFP® - Deborah NotteClient Services Associate
- Caitlin SnyderClient Services Specialist
- Elisabeth StonakerClient Services Specialist
- Christopher HicksClient Services Specialist
- Kelsey StruczewskiClient Services Specialist
