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Our Team

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Eli Waynes

Eli Wynes, AIF®

Chief Executive Officer & Wealth Advisor

319-449-1151
[email protected]
More About Eli
Mark Law

Mark Law, CIMA®, AIFA®

Chief Investment Officer, Registered Principal & Wealth Advisor

319-449-1172
[email protected]
More About Mark
Michael Lehman

Michael Lehman, CFP®, AIF®

Chief Planning Officer, Wealth Advisor

319-449-1171
[email protected]
More About Michael
Carrie Wagner

Carrie Wagner, AIF®

Chief Development Officer & Wealth Advisor

319-449-1173
[email protected]
More About Carrie
Mollie Thomsen

Mollie Thomsen, AIF®

Chief Operations Officer, Registered Principal, Wealth Advisor

319-449-1152
[email protected]
More About Mollie
David Ernest

David B. Ernst, AIF®

Private Client Advisor

319-449-1182
[email protected]
More About David

Trent Von Ahsen, CFP® CIMA® CPWA® AIF®

Chief Investment Strategist, Private Client Advisor

319-449-1181
[email protected]
More About Trent

Mike Young, AIF®

Wealth Advisor

319-449-1174
[email protected]
More About Mike

Mike Murray, CRPC® AIF®

Wealth Advisor

319-449-1176
[email protected]
More About Mike
Dee McAlpin

Dee McAlpin, RICP® AIF®

Wealth Advisor

319-449-1162
[email protected]
More About Dee
Seth Penney

Seth Penney, AIF®

Wealth Advisor

319-449-1161
[email protected]
More About Seth
Austin Svatos

Austin Svatos, AIF®

Wealth Associate

319-449-1163
[email protected]
More About Austin
Dan Eisenman

Dan Eisenman, AIF®

Wealth Associate

319-449-1164
[email protected]
More About Dan
Bridget Davis

Bridget Davis

Wealth Associate

319-449-1165
[email protected]
More About Bridget
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