Our Wealth Advisors

Our financial advisory team revels in using their breadth of experience and ongoing education to tailor their recommendations specifically to your needs.

Sheryl Stephens

President/CEO,
Lead Wealth Advisor

Jill Carr

CPA, CFP®
Wealth Advisor

Jason Guenther

CFP®
Chief Investment Officer
Wealth Advisor

Victoria 'Tori' Boswell

CIMA®
Wealth Advisor

Tyler Stephens

Wealth Advisor

Jessie Schlanderer

Portfolio Implementation Lead
Wealth Advisor

Our Client Service & Operations Team

Our talented and adept Service & Operations Team delivers exceptional responsiveness, accessibility, and follow-through.

Jennie Bauder

Client Relationship Associate
401(k) Program Associate

Kari Harber

FPQP
Client Service Lead

Alice Wagener

Client Relationship Associate

MaryAnn White

CPFA®
Senior Client Relationship Associate
401(k) Program Manager

Charlie Bruckman

Client Relationship Associate
Investment Analyst

Kimberly Waldman

Chief Operating Officer

Chandler Fish

Office Manager
Compliance Analyst

Stan Seybold

Marketing Director

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