Leadership

Kevin Lange

Founding and Managing Partner

 

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Bert Foster

CFP®, ChFC®, CLU®

Founding and Managing Partner

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Advisors

Mike Massey

JD, MBA, MPA, CFS®

Partner

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Kelly Cooper

CFP®

Partner

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Dallan Maas

MBA

Partner

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Michelle Miller

CPA, CFP®

Partner

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Client Services

Ana Romero

Senior Client Service Manager

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Lauren Hayes

Client Service Manager

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Ryan S. Erb

Client Service Manager

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Vickie Parker

Client Service Manager

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Tracy Duplechin

Client Service Manager

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Suzanne Kitchel

Accounting and HR Manager

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