Our Team

Establishing a planner-client relationship is a two-way street. We’ve made it easy for you to start getting to know us: Just click on the individual profile pictures to learn more about each member of our team. We look forward to learning more about you.

Cean Kenefick-Rogers, CFA®, CFP®, AIF®

Chief Executive Officer
& Founding Partner

Alexander Marek

Senior Wealth Advisor
& Founding Partner

Rydan Case, ChFC®, CFP®, RFC

Senior Wealth Advisor
& Founding Partner

Jeff Tolonen, CPA

Jeff Tolonen, CPA

Senior Tax Advisor
& Partner

Rick Wagner, ChFC®, CFP®

Senior Wealth Advisor

Craig Moore

Wealth Advisor

Lauren Chavez

Wealth Advisor

John Boyle, CFP®, EA, CTC, CEPA

Tax Consultant

Zach Wik

Associate Advisor

Chris Mortvedt

Associate Advisor

Colleen Koestner

Director of Operations

Leigh Irons

Office Manager

Terra Curtiss

Client Service Administrator

Jared Hirte

Portfolio Manager

Rex Weeks

Portfolio Administrator

Let’s get started: