Angela R. Brill CFP®, AIF®, MBA, CDFA®
CEO / Financial Advisor
Paula R. Johnston
President / OSJ Branch Manager
Glenda S. Christopherson
Chief Operations Officer
Paul W. Ewing, CFP®
Founder / Financial Advisor (Ret.)
Brett R. Jergens, CFA, CFP®, CPA
Chief Investment Officer
Joseph J. Pelle, Jr., AIF®, QKA
SVP, Employer Retirement Plans
Sally B. Jenkins
Director of Business Administration
Dianne L. Eggert, CFE
Compliance Manager
Lisa A. Sorenson
Compliance Analyst
Amy Martin
Compliance Analyst
Greg Hoover
Compliance Analyst
Tomi M. Quesinberry
Compliance Analyst
Megan N. Reed
Sr. Service 1st Administrator
Eliana M. Hernandez
Service 1st Administrator
Scott R. Kruse
Systems Analyst III