Our Team

 

  • Jeffrey A. Nelson, CFP®, ChFC

  • Christopher T. Nelson, CFP®

  • Becky Lobner

    Sr. Field Operations Administrator

  • Austin Scott

    Executive Assistant

  • Timothy S. Johnson, J.D.*

    Chief Investment Strategist

  • Dianna Parker, CFP®

    Director of Planning

  • Chad Tuschen, CFP®

    Director of Planning