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

Full Bio

Alexander Marek

Senior Wealth Advisor
& Founding Partner

Full Bio

Rydan Case, ChFC®, CFP®, RFC

Senior Wealth Advisor
& Founding Partner

Full Bio
Jeff Tolonen, CPA

Jeff Tolonen, CPA

Senior Tax Advisor
& Partner

Full Bio

Rick Wagner, ChFC®, CFP®

Wealth Advisor

Full Bio

Craig Moore

Wealth Advisor

Full Bio

Lauren Chavez

Associate Advisor

Full Bio

Colleen Koestner

Office Manager

Full Bio

Jared Hirte

Junior Portfolio Manager

Full Bio

Stacie Hyer

Portfolio Administrator

Full Bio

Terra Curtiss

Client Service Administrator

Full Bio

Leigh Irons

Administrative Assistant

Full Bio

Let’s get started: