Laura Thurow
Executive Director of Wealth Solutions and Operations
Tim Steffen, CPA-PFS, CFP®, CPWA®
Director of Tax Planning
Kelsey Clair, CPA
Tax Stretegist
Laurence Kluth
Equity Compensation Planning Manager
Scott Grenier, CFP®, AEP®
Manager of Estate Planning | Senior Vice President
Laura Ames, JD
Senior Estate Planner
Jeannette Haen
Education Planning Consultant