Our people

Guiding and supporting the mission of changing lives

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Chris Abbott
Chris Abbott

Medicare Specialist

Chloe Becker
Chloe Becker

Employee Benefits Account Manager

Bailey Berg
Bailey Berg

Financial Planning Administrative Coordinator

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Christina Church
Christina Church

Insurance Consultant

Jayna Emerson
Jayna Emerson

Client Services Administrator

Helina Hailu
Helina Hailu

Benefits Coordinator

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Dan Marvin
Dan Marvin

Property and Casualty Producer

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Senior Vice President and Chief Investment Officer

Shannon McGinty
Shannon McGinty

Financial Planning Consultant

Max Miller
Max Miller

Disability Insurance Consultant

Sean McTeague, CFP®
Sean McTeague, CFP®

Financial Planning Specialist

Tim Meyer, CFA
Tim Meyer, CFA

Director of Enterprise Investment Operations

Anne Pierce
Anne Pierce

Medicare Specialist

Trevor Reis
Trevor Reis

Tax Specialist

Lisa Schaub
Lisa Schaub

Insurance Brokerage Manager

Michael Sejbl
Michael Sejbl

Property and Casualty Consultant

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Austin Tausk, CPA
Austin Tausk, CPA

Director of Tax Services

Jason Urdahl
Jason Urdahl

Insurance Consultant

Steven Vacinek, CIMA
Steven Vacinek, CIMA

Director of Investments

Jeremiah Wente
Jeremiah Wente

Medicare Specialist

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