Meet Our Team
Our experienced and enthusiastic team thrives on client satisfaction.
- Robert H. Jerger- Managing Member, CERTIFIED FINANCIAL PLANNER ™ and LPL Financial Representative
- Kristen M. Buchanan- Vice President, CERTIFIED FINANCIAL PLANNER ™, Chartered Retirement Plans Specialistâ„ and LPL Financial Representative
- Samantha J. Sundburg- Client Relationship Manager
- Wendy S. Bihn- Administrative Assistant
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