Our Team

Michael Corrigan, CFP^®

Senior Wealth Advisor

Sean Corrigan

Client Service Associate

Scott Hartzell

Planning and Operations Associate

Seth Heimermann, CFA^®

Chief Investment Officer

Liz Kindseth, CFP^®

Wealth Advisor

Jane Ann Lueck

Operations Associate

Rick Lueck

Chief Executive Officer & Managing Partner

Emily
Meisinger, CFP^®

Wealth Advisor

Bailey Norby

Financial Planner

Sean O’Hagan, CFP^®

Senior Wealth Advisor

Becky Wachter

Director of Business Operations