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Our Team

The people behind the plan—supported by specialists in markets, compliance, operations, and business strategy.

The people behind the plan—supported by specialists in markets, compliance, operations, and business strategy.

Travis Hansberger

Travis Hansberger

President, Wealth Advisor
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Tyler Pahl

Tyler Pahl

Vice President, Wealth Advisor
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Ross Hansberger

Ross Hansberger

Wealth Advisor
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Eric Parnell

Eric Parnell

Chief Market Strategist

CFA

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Cheryl deRosa

Cheryl deRosa

Chief Compliance Officer
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Drew Nemeth

Drew Nemeth

Director of Compliance and Operations
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Kate Quinn

Kate Quinn

Director, Business Strategy
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