Our Team

 
  • Sean McDermott, CFP®

    Sean McDermott, CFP®

    President and Partner

  • Russell Rogers, CFP®

    Russell Rogers, CFP®

    Wealth Advisor and Partner

  • Scott Caskey, CFP®

    Scott Caskey, CFP®

    Wealth Advisor and Partner

  • Chris Swanson, CFP®, CRPS®, AIF®

    Chris Swanson, CFP®, CRPS®, AIF®

    Wealth Advisor

  • Joel Budd

    Joel Budd

    Wealth Advisor

  • Matt Pasche

    Matt Pasche

  • Lori Aufderhar

    Lori Aufderhar

    Director of Operations

  • Kristi Rogstad

    Kristi Rogstad

    Director First Impressions

  • Myra Buffington

    Myra Buffington

    Marketing Specialist

  • Brian Carlson, CFP®

    Brian Carlson, CFP®

    Director of Client Services

  • Samantha Fjeld

    Samantha Fjeld

    Client Services Assistant

  • Todd Parkos

    Todd Parkos

    Senior Tax Advisor