Broker Check

Team

 
David West

David West

Financial Planning and Investment Services Specialist

608-287-3019

608-287-3059

Brian Stickney

Brian Stickney

Director of Operations

608-287-3018

608-287-3059

Drew Finley Haag

Drew Finley Haag

Registered Representative

608-287-3013

608-287-3059

Nasser Ali

Nasser Ali

Director of Financial Advisory Services

Timothy Johnson

Timothy Johnson

Chief Investment Strategist

Deanna Patton

Deanna Patton

Business Operations Manager - Midwest Region

Deepak Patil

Deepak Patil

Senior Systems Analyst

Mai-Han Shultz

Mai-Han Shultz, FLMI

Relationship Management

Travis Dougherty

Travis Dougherty

Regional Director - Pacific Northern Region