Associates
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Stewart Jacobson, JD, CFP® AIF®
President, Financial Advisor
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Jana K. Albus, CRC® AIF®
Financial Advisor
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Mark Countryman, CFP® AIF®
Financial Advisor
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Jeffery C. Farris, CFP®
Financial Advisor
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Cait Little, CFP® CSLP®
Financial Advisor, Certified Student Loan Professional®
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Melissa Hoffman, CFP® AIF®
Financial Advisor
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Shawn Grimm
Chief Operations Officer, Branch Administrator
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Jesse Carrillo, Ed.M.
Financial Advisor
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Adrian Gonzalez, CFP®, AIF®
Financial Advisor
