Associates

 
  • Brad Steinback, CFP®, CPA

    Partner

  • Wendy Baum, CPA, JD, CDFA®

    Partner

  • Anthony Mariani, AIF®

    Partner

  • BJ Karman

    Financial Professional

  • Brian Fisher, CDFA®

    Financial Strategist

  • Stacey Woehrle, CPA

    Financial Professional

  • Pamela Meyer

    Executive Assistant

  • Janet Saunderson

    Client Relations, Retirement Plans

  • Sandy Udoni

    Executive Assistant

  • Ashlie Dallas

    Executive Assistant