Our Team

Todd Halterman
CEO | Founding Partner

Todd Halterman

CEO | Founding Partner

Kyle Blodgett
Partner | CFP®

Kyle Blodgett

Partner | CFP®

Ryan Sullivan
Partner | CFP®, CLU®, CHFC®

Ryan Sullivan

Partner | CFP®, CLU®, CHFC®

Niles Gale
Financial Planner | LUTCF®

Niles Gale

Financial Planner | LUTCF®

Landra Macy
Operations Manager

Landra Macy

Operations Manager

Erin Gneiting
Practice Manager

Erin Gneiting

Practice Manager

Tim Kahl
Associate Planner

Tim Kahl

Associate Planner

Mary Orthmann
Advisor Assistant

Mary Orthmann

Advisor Assistant

Jill Ivey
Operations Associate

Jill Ivey

Operations Associate

Leandra Johnston
Client Services

Leandra Johnston

Client Services

Casey Demory
Operations Associate

Casey Demory

Operations Associate

Kevin Gunn
Risk Management Specialist

Kevin Gunn

Risk Management Specialist

Check the background of our investment professionals on:

Our Team