MEET THE TEAM
MEET THE TEAM
Meet The Team
Backed by a team of credentialed and tenured professionals with decades of combined industry experience, we work collaboratively from coordinating and consulting to the delivery and implementation of your financial plans.
Our Team
Austin L Nold, CFP®
CEO/Senior Wealth Planner
Christian Bryant, CFA
President/Chief Investment Officer
Laura Holthaus, MSFP, CFP®, RICP®
Wealth Planner
Hunter Rich
Associate Wealth Planner
Kelly Petersen
Client Services Manager
Hillary Worley
Client Experience Lead
Our Partners
Matt Ackermann
Chief Content Officer
Rich Austin
Executive Director
Bill Beaudoin
Vice President of Case Design
Rob Brown
Chief Investment Officer
Derek Chesley
Case Design
Caitlyn Frament
Director of Compliance
Greg Freeman
Advanced Planning Specialist
Will Hackler
Director of Retirement Plans
Erin Haskell
Compliance Operations Manager
Peter Kaplan
Vice President, Insurance Solutions
Stephen Kolano
Managing Director, Investments
Ray Lucas
Senior Vice President of Financial Planning & Training
Andree Mohr
John Pastore
Senior Vice President
Ann Swartz
Chief Operations Officer
Becca Zophin
Chief Marketing Officer, InTouch Innovations
