Investment Committee

Blaine Conklin, CFA®
Chief Investment Officer
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Bob Smrekar, CFP®, AIF®
Financial Advisor
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Carter Morrissette, CMT®
Portfolio Analyst
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Kim Lillehaug, CPA/PFS, CFP®
Financial Advisor
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Kristi Sanz, CRPC
VP of Practice Development
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Mark Berger, CFP®, EA
Principal, CCO
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Nic Gordon, MS, CFP®, MPAS
Financial Advisor
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Nick Asmus
Chief Executive Officer
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Rik Stone, CFP®
Regional Director, Financial Advisor
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Ryan Kompelien, CFP®
Financial Advisor
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