Our Team Michael Corrigan, CFP®Senior Wealth Advisor Katie GjerstadAdministrativeSpecialist Cathy HoganDirector of Client Service Jane Ann LueckOffice Manager Rick LueckSenior Wealth Advisor & Managing Partner EmilyMeisinger, CFP® Financial Planner Sean O’Hagan, CFP®Wealth Advisor Shannon O’LearyChief Investment Officer Liz Kindseth, CFP®Financial Planner Alex RotenbergerInvestment Analyst DavidVan BenschotenShareholder Becky WachterDirector of Business Operations