Our Team
Chris Eller
President & Financial Advisor
Eric Arkins
Wealth Advisor
Jennifer Eller
Service Associate & Operations Manager
Sarah Coss
Service Associate & Senior Tax Consultant
Bill Schwabenland, CPA
Certified Public Accountant
Anita LaShonse
Tax Processor
Barb Meloy
Accountant
Fred Sherman
Director, Planning Partners
Ben Waples
Retirement Plan Specialist
Patrick Wolesky
Registered Professional
Portfolio Partners
Mike Townsend
EVP, Growth & Development*
Matt Chalberg
Director, Portfolio Partners
Eric Olson
Portfolio Trading and Systems Administrator
Tess Laird
Portfolio Implementation Specialist