Our Team

 
  • David M. Jungquist

    David M. Jungquist

    ChFC®, CLU®, CMFC®, President & Founder

  • Molly M. Stoffel

    Molly M. Stoffel

    CFF®, Client Relationship Manager - Registered Assistant

  • Terri M. Bloom

    Terri M. Bloom

    Executive Director - Client Services & Compliance Manager


  • Sara Weich

    Sara Weich

    Operations & Administrative Specialist

  • Kirsten Cecil

    Kirsten Cecil

    Administrative Assistant