Operations

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11 ’23

Mark Oswald

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11 ’23

Nancy Williamson

Nancy provides support through her expertise in human resources, information technology, and operations. Her responsibilities include coordinating teams and individuals on projects, ensuring they have the necessary resources to be productive in their respective roles. With a career spanning back to 2005 in the wealth management industry, Nancy brings an extensive background and wealth of…
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15

11 ’23

Christine Dolney

Christine facilitates communication between advisors, clients, and service center teams. She focuses on enhancing the client experience through educational and networking opportunities, as well as promoting wellness programs for our team members. Christine’s diverse experience, including program development and community outreach, highlights her commitment to her principles. Her core values include faith, integrity, respect, collaboration,…
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15

11 ’23

Stephanie Elton

Stephanie joined our team driven by her strong desire to make a positive impact in people’s lives through their financial well-being. Her responsibilities encompass identifying new business opportunities, Coordinating all our internal teams, and ensuring clients receive tailored advice to help them realize their vision of true wealth. With an extensive background spanning 14 years…
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15

11 ’23

Veronica Germann

With 25 years of experience, Veronica Germann plays a crucial role within our team. Her responsibilities encompass handling new advisory and brokerage accounts, addressing client service requests, and coordinating with compliance to ensure documentation requirements are met. Veronica’s core values are rooted in integrity, trust, and client commitment. Her dedication, adaptability, and depth of industry…
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15

11 ’23

Ellie Haylund

Ellie is responsible for managing our enhanced client offerings. Her duties encompass facilitating gifts and events, managing client communications, and providing essential marketing and design support. Ellie strives to be a thoughtful and dynamic resource for our firm and an orchestrator of enriched services. Ellie’s professional background is a unique asset to our industry. Prior…
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15

11 ’23

Julie Lang

Julie Lang plays a multifaceted role within our firm, managing the insurance application and underwriting process. She oversees project workflows to ensure the efficiency and cooperation of all teams and processes, in addition to scheduling and assisting in client review preparation. Julie has 12 years of experience in and around the financial industry. She applies…
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15

11 ’23

Robin DeHoyos

Robin serves as an advocate for our advisors, taking charge of new business, client onboarding, and providing support to our Corporate 401k plans. With a decade of experience in the commercial real estate sector and nine years in wealth management, she combines her analytical skills and financial expertise to make a difference. Robin believes that…
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15

11 ’23

Christina Steigauf

With an impressive 28 years of experience in the insurance and annuity field, Christina is a dedicated professional who ensures our clients have the most up-to-date and adequate coverage. Her personable and approachable nature reassures clients, making them feel secure and confident in their financial protection.Christina’s extensive industry background makes her a valuable asset to…
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15

11 ’23

Katie Enloe

Katie’s role involves interacting with clients to keep them informed about their accounts, assisting with client meetings, and providing essential administrative support for client communication. Her background in working with the public and finances, combined with her commitment to our team, underlines her dedication to serving our clients. Katie’s core values, including respect, responsibility, leadership,…
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