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Meet Our Team

Joe Bell, CFP®, CPA
Partner
Connor Delaney, CFP®
Wealth Advisor
Lindsey Wenthen
Wealth Management Assistant
Debbie Frech, CPA/PFS, MST
Partner
James Urich, CPA
Partner
Susan Johnson
Marketing Specialist

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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