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CONTACT US
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Planning
Sustainable Impact Investing
Business Planning & Succession
Risk Management & Insurance Planning
About
Why Us?
Our Process
Our Team
Locations
Community Involvement
Recommended Books
FAQs
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Tools
Risk Survey
Retirement Readiness Quiz
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
SECURE Act RMD Calculator
College Readiness Quiz
Your Team
Wealth Advisors
Clark L. Permann
CFP®
Senior Wealth Advisor, Founder
Client Services
Valen Permann
Director of Operations
Heather Ryan
Client Service Associate
Alejandra Gutierrez
Front Office Associate, Marketing Coordinator
Jennifer Amack
Client Service Associate
Erin Byington
Client Service Associate
Denali
Director of Puplick Relations
Investments
Burt White
Chief Strategy Officer
Ryan Detrick
Chief Market Strategist
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Patrick Sittner
Director, Portfolio Strategy
Sonu Varghese
Ph.D.
Vice President, Global Macro Strategist
Mike Lawrence
CFA®
Portfolio Manager
Grant Engelbart
CFA®, CAIA®
Vice President, Investment Strategist
Barry Gilbert
CFA®, Ph.D.
Vice President, Asset Allocation Strategist
Research Department
Kevin Zlomke
Director of Trading
Jake Bleicher
CFA®
Co-Portfolio Manager
Todd Knott
Senior Institutional Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Trading Operations Analyst
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Erin Wood
CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning
Mark Petersen
CPA, CFP®
Senior Wealth Planner
Matt Lewis
Vice President, Insurance
Matt Kory
Vice President, Retirement Programs
Kimberly Flynn
CFP®
Director, Wealth Planning
Scott Berryman
JD
Director, Trust Services
Mike Valenti
CPA, CFP®
Director, Tax Planning
Chris Tooker
AIF®, CFP®, CIMA®, CPWA®, MSFS
Retirement Plan Advisor
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Jon Fuller
Manager, Brokerage Solutions
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