Your Financial Planning Team

Meet our team who is dedicated to serving you to help you pursue your financial goals and objectives.

Executives
Jim Quigley

Jim Quigley

CFP®

Founder and CEO, Wealth Advisor
Jennifer Quigley

Jennifer Quigley

Partner / Director of Operations
Garrett McGovern

Garrett McGovern

Associate
Wealth Enhancement Group
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Director of Wealth and Estate Planning
Paul West

Paul West

CFP®

Managing Partner
Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning
Ryan Yamada

Ryan Yamada

Planner
Investments
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Tyler Schlumpf

Tyler Schlumpf

CFA®

Director of Investment Platform
Brett Carson

Brett Carson

CFA®

Director of Research
Jessica Golson

Jessica Golson

CIPM

Portfolio Analyst
Nick Guarino

Nick Guarino

Investment Strategist
Rick Jaster

Rick Jaster

CFA®

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Research Department
Tyler Schlumpf

Tyler Schlumpf

CFA®

Director of Investment Platform
Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst
Brett Carson

Brett Carson

CFA®

Director of Research
Jeff Harris

Jeff Harris

Trading Operations Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Alyssa Zuck

Alyssa Zuck

Trading Specialist
Operations
Lantz Hunt

Lantz Hunt

Senior Vice President, Operations
Jeannie Juarez

Jeannie Juarez

Transformation Manager
Derek Radcliffe

Derek Radcliffe

Licensing Coordinator
Ducky Radik

Ducky Radik

Operations Manager
Steve Synowicki

Steve Synowicki

Director of Training
Derek Vanosdall

Derek Vanosdall

Reconciliation Manager
Human Resources & Events
Kelsey Ruwe

Kelsey Ruwe

PHR

Director of Human Resources
Lauren Goranson

Lauren Goranson

PHR

HR & Events Manager