image of Tom Radtke

Thomas J. Radtke, AWM, CRPC®

Senior Vice President - Financial Advisor, Senior Consulting Group

Email |
image of Mike Benson

Michael Benson

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus


Alex Possis, AAMS®

Senior Vice President - Financial Advisor, Consulting Group


Mark Beck

Senior Investment Associate

image of Betsy Larson

Betsy Larson

Senior Registered Client Associate

image of Jennifer Mitchell

Jennifer Mitchell

Senior Registered Client Associate


Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Bill Ringham

Director of Wealth Strategies

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields