Our Team

Michael Corrigan, CFP^®

Senior Wealth Advisor

Katie Gjerstad

Administrative
Specialist

Cathy Hogan

Director of Client Service

Jane Ann Lueck

Office Manager

Rick Lueck

Senior Wealth Advisor & Managing Partner

Emily
Meisinger, CFP^®

Financial Planner

Sean O’Hagan, CFP^®

Wealth Advisor

Shannon O’Leary

Chief Investment Officer

Liz Kindseth, CFP^®

Financial Planner

Alex Rotenberger

Investment Analyst

David
Van Benschoten

Shareholder

Becky Wachter

Director of Business Operations