Our Team
TEAM
Experienced Professionals
J. Brett Belliston, CFP®, AEP®, CPWA
President
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