Our Team

TEAM

Experienced Professionals

Casey Monsen, CFP

COO | Director, Financial Planning

Lynette Hilgenberg

Director, Private Client Services

Penny Paul

Director, Investment Analytics

Paul Anderson, CPA

Director, Legacy Planning Services

Ted Workman

Director, Portfolio Structuring

William Holliday

Wealth Consultant

Amy Daniels

Associate Advisor

Jay Edgington

Managing Dir., Business Advisory Services

Karl Israelsen, JD

Co-Portfolio Manager, Real Estate

Justin VandenAkker, JD

Co-Portfolio Manager, Real Estate

Gary M. Post

Investment Partner, Private Equity

Adam Fried

Investment Partner, Private Equity

Jay Reinfrank

Investment Analyst, Private Equity

R. Rudolph Reinfrank

Advisor, Private Equity