Our Team

Michael Corrigan, CFP^®

Chief Executive Officer

Becky Wachter

Chief Operating Officer

Seth Heimermann, CFA^®

Chief Investment Officer

Sean O’Hagan, CFP^®

Senior Wealth Advisor

Hunter Hillstrom, CFA^®

Senior Client Portfolio Manager

Liz Kindseth, CFP^®

Wealth Advisor

Emily
Meisinger, CFP^®

Wealth Advisor

Bailey Norby, CFP®

Financial Planning Manager

Sabrina Karns, CFP®

Senior Financial Planner

Manager of Technology & Operations

Sean Corrigan

Client Service Manager

Jake Worthen

Client Portfolio Manager

Brennan Skon, CFP®

Financial Planner

Scott Hartzell

Financial Planning Associate

Dylan Ibarra

Financial Planning Associate

Cullen Vinar

Senior Client Service Associate

Joshua Wicks

Client Service Associate

Ethan Baumgartner

Trading Analyst