Geoff Stufflebam, CRPS®
Founding Partner,
Private Wealth Advisor
Kraig Bode, CRPC®
Founding Partner,
Private Wealth Advisor
Shweta Agarwal, CFP®, CIMA®
Founding Partner,
Private Wealth Advisor
Ken Roberts, CRPS®
Founding Partner,
Private Wealth Advisor
Morgan Spilman
Client Relationship Manager
Lily Oyler
Client Relationship Specialist
Erin Wells
Front Desk Receptionist