2024 Forbes Top Wealth Management Teams

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Working with Us

Meet Our Team

Jan Tymesen, CFP, AAMS, RICP

Senior Financial Advisor
Senior Vice President - Investments


Julia Keltz, RICP

Financial Advisor
Assistant Vice President – Investments


Doug Rupiper, CFP

Senior Financial Advisor
Assistant Vice President - Investments


Matt Mead

Senior Registered Client Associate


Rashell Rush

Senior Marketing Associate