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Our Team

Team Becker

• Alex Albert CFP^®

  Client Relationship Manager

• Christopher Becker, CFP^®, CAP^®, WMCP^®

  CERTIFIED FINANCIAL PLANNER^® Professional

• Margie Larson

  Client Relationship Manager

Team Boris

• Josh Boris, CFP^®, CRPC^®

  CFP^® Professional

• Peggy Boris

  LPL Financial Advisor

• Jeri Powalish

  Office Manager

• Andrea Richmond

  Office Assistant

Team Goldfinch

• Kelley Donovan

  LPL Financial Advisor

• Brooke Gassman

  Director of Operations

• Mark Konrardy, MBA, CRC^®

  LPL Financial Advisor

• Brittany Loeffelholz, CFP^®

  LPL Financial Advisor

Team Gray

• W. Ryan Gray, CFP^®

  LPL Financial Advisor

Team Mrugala

• Marc Mrugala

  LPL Financial Advisor

Team Richmond

• Courtney Krogstad, CFP^®

  LPL Financial Advisor

• Alex Mirsberger MBA

  Client Relationship Manager

• Matthew R. Richmond MBA

  LPL Financial Advisor

• Paeton Umhoefer

  Intern

Team Shaffer

• Gregg Shaffer

  LPL Financial Advisor