Daniel G Gensler, MS, CFP®

Dan oversees the firm’s client relationships, Investment policy and financial planning services.
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Jeff Rotherham, CFP®
Director of Financial Planning

Jeff is a certified financial planner.
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Lorie (Cook) Perry
Branch Operations Supervisor

Lorie oversees client services, office management and compliance.
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Denise Raines
Client Services Specialist

Denise has a comprehensive knowledge of compliance, operations and client services.
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Wendy Carlson
Director of First Impressions

As Director of First Impressions, Wendy ensures that our clients have a great experience when they call or visit the office.
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Karen Edgin

Karen is responsible for accounting, bookkeeping and payroll.
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Jadi Christiansen
Marketing Specialist

Jadi is responsible for client communication, marketing and special events.
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Strategic Partners 


Candace Bahr, CDFA
Strategic Partner

Candace Bahr has three decades of experience in the financial services industry. She is an advocate of women and their financial independence.
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Mark McNary
Economic Consultant

Mark plays a dynamic role in portfolio construction and provides independent guidance on issues impacting the firm's portfolio management policies.
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