Brent Shimman
Founder, Financial Advisor
The people behind your plan.
Frank Dobnikar
Founder, Financial Advisor
JT Daniel
Chief Financial Officer
Zachery Briggs
Financial Advisor
Jason Repp
Lead Financial Advisor
James Bunke
Lead Financial Advisor
Nick Snider
Client Services Associate
Jaiden Karrick
Financial Advisor Assistant
Alyssa Shimman
Chief Operations Officer
Kendyll Bobbs
Client Experience Associate
Melissa Benedict
Client Experience Coordinator
Elizabeth Dobnikar
Client Experience Coordinator
Katie Rower-Osborn
Client Service Director
Jennifer Ottney
Client Service Lead
Stephanie Cantu
Client Service Lead
Cheyenne Boyd
Client Service Associate
Collin Berryman
Client Service Associate
Jessie Vietmeier
Marketing Lead
Nick Raich
Contracted Investment Analyst
Brendan Witt
Client Service Associate
Brooke Wertenbach
Client Service Associate
Ryan Juhasz
Client Service Associate
