Meet the Team Behind the Plan
Financial decisions are personal, and so is the relationship behind them. Our team is committed to providing thoughtful service, clear communication, and a disciplined approach designed to help you navigate life's financial opportunities and challenges with confidence.
Adriano Batista
Financial Advisor
Heidi Zaworski
Client Services Manager
Jason M. Lach, CLTC, RFC
President/CEO
John Quigley
Independent Financial Advisor
Lisa Skordahl, Financial Advisor, BFA™
Financial Advisor
Martin Andreasen, CLU, ChFC, CASL
Investment Advisor Representative
Matt Kourouma
Financial Advisor
Paul Kieser
Investment Advisor Representative
Shaun Jensen
Financial Advisor
Wendy Thayer
Client Services Manager