Meet Our Team

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.

Connect With Us

Website Design by: Altastreet

Meet Our Team

Joe Bell, CFP®, CPA

Connor Delaney, CFP®

Lindsey Wenthen

Debbie Frech, CPA/PFS, MST

James Urich, CPA

Susan Johnson