Meet the team


We live by the Golden Rule, "Do unto others as you would have them do unto you".

With many years of diverse experience, our team provides wealth management services to families who've entrusted over $1 billion of investment assets to us. Offering an integrated team approach to providing superior client service, we are financial advocates, connecting our clients to the right people and resources.

Our advisors

Jackie Larson, AWM, CFP®, RICP®

Senior Vice President - Branch Director, Senior Consulting Group

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Tim Farley

Senior Vice President - Financial Advisor, Senior Consulting Group

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Jason Bowles, CFP®, MBA

Senior Vice President - Financial Advisor, Senior Consulting Group


Jeff Belstler, CFP®

Senior Financial Associate

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William Kuehn, CFA

Vice President - Financial Advisor


Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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.

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Our associates

Image of Alyssa Hall

Alyssa Hall, APP

Senior Investment Associate

Image of Molly Maher

Molly Maher

Client Associate