Craig Johlfs
CFP®, MBA, CDFA®, AAMS®, AWMA®, CMFC®
Proprietor, LPL Financial Planner
Leadership Team
Advisor Team
Investment Committee
Cameron Fraker
CFP®
Vice President, LPL Financial Advisor
Leadership Team
Advisor Team
Investment Committee
Trevor Holen
CFP®
LPL Financial Advisor
Leadership Team
Advisor Team
Investment Committee
Everett Ingalls IV
Director of Growth and Development
Investment Committee
Support Team
David Meier
Vice President, LPL OCIO Services Consultant
Investment Team
Sanjana Sudhir
Senior Analyst, LPL OCIO Services Consultant
Investment Team
Julian Johlfs
Intern