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

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

Hunter Hillstrom, CFA^®

Senior Client Portfolio Manager

Sean Corrigan

Client Service Manager

Jake Worthen

Client Portfolio Manager

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