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Planning Team

We create a safe & sophisticated environment for you to thrive. We hope you will feel confident contacting a member of our team with your questions, concerns, or requests. We provide exceptional client service and will respond to your inquiry promptly.

Advisors

Daniel Ryan Lagerborg CAP®

Founder and Financial Planning Specialist

Alan M Kubicki CFP®

Partner and Private Wealth Advisor

Andy Groeger CFP®, CLTC®

Private Wealth Advisor

Ashley Marie Charles CFP®, RICP®

Private Wealth Advisor

Whittney RoJo

Client Relations

Paul M. Keebler

Financial Advisor

Gina Marie Avanzato

Client Service Specialist

Connor Adam Poettmann

Client Service Specialist

Telsche Crandall

Financial Planning Analyst

Bailee Rae Burgess

Private Wealth Analyst

Client Experience

Nathan David Jones

Partner and Director of Investments

Ryan Spor

Research Analyst

Keri Ortega CLU®

Insurance Coordinator

Emily Jessica Conter

Service Coordinator

Internal Operations

Erica L Webber

Director of Strategic Development

Sarah Kristen Rodriguez CLF®

Controller

Elsa Guadalupe Gonzalez

Executive Assistant

Rachel Lynn Hamilton

Operations Specialist

Brittany M Vinduska

Strategy Lead