Our Team

 

David C. Heide, CFP®
Managing Director – Investment Officer

 

Mark T. Anderson, CFP®, AAMS®
Financial Consultant

Daniel Jakuta, ChFC®
Financial Consultant

Jeff Neumann
Financial Consultant

Joseph Palumbo, AAMS®
Financial Consultant

Heather Ashmore
Registered Client Associate

Kristin Sayre Cappel, AAMS®
Sr. Registered Client Associate

Tina Moore
Practice Administration Manager-Assistant VP