Meet the Team

HELPING YOU PURSUE YOUR FINANCIAL GOALS

Jeffrey Bergholt

Managing Director

John "JD" Dierking

Managing Director

Tony Stais

Managing Director

Paul C. Slivon

Senior Managing Director

Dan Holligan

Vice President/Investments

Diana Dorn

Branch Manager; Vice President

Toni Dobel

Assistant Branch Manager

Justin Boulware

Financial Advisor Associate

Fahrudin Velic

Sr. Portfolio Analyst

Scott M. Duff

Financial Advisor Associate

Karl Slivon

Financial Advisor Associate