We're here for you – ready to listen, support and navigate this together.

In the interest of the health and well-being of the communities we serve, our branch offices are not meeting in person with new and existing clients at this time. We will continue to serve you through several virtual options. Learn more.

Strategists

Craig Fehr Photo

Craig Fehr

Principal, Investment Strategist

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Nela Richardson

Investment Strategist
Equity Research

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Scott Thoma Photo

Scott Thoma

Principal, Client Needs Research

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