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Allison Brown

Executive Assistant

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Charles E. Thoele

MS, CFA

Partner & Director - Investments

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Colleen Affeldt

Partner & Wealth Advisor

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Craig Cardwell

MBA

Regional CFO

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Heather Pesikoff

JD

Partner & COO

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Jean McBrayer

Accounting Assistant 

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Jim Rhea

IT Support Specialist

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Joe Nolan

Partner & President

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Makayla Kroenke

Compliance Associate

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Mark Griege

JD

Partner & CEO

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Matt Krauss

CFA

Partner & CIO

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Peter A. Lodwick

JD

Partner

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Rick Staples

MBA

Senior Director of Technology

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Robin Keener

Receptionist

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Ronna LeMaster

Executive Assistant

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Stephanie Bronson

CPA

Sr. Accountant

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Susan Solberg

Executive Assistant

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