The Business & Exit
You, Family, & Legacy
Meet the Team
Domenique Rogers Branch Operations Coordinator
Dana Coulter Client Service Associate
Abbey Switay Client Service Associate
Allie Maier Client Services Manager
Elizabeth Curtis Client Services Manager
Sam Conn Client Relationship Consultant
Tim Pulicare Client Relationship Consultant
Thomas Carlock Investment Professional
Laurie Jo Sowada, FPQP® Operations Manager
Advisors, Meet the Team
Daan Mutsaers, CFP®, CEPA® Partner, Bespoke CapitalWealth Manager