Our team has been recognized nationally for their thoughtful leadership in the wealth management field. Together they offer an extremely high level of expertise in working with high-net-worth individuals and families, as well as meeting the needs of business owners and philanthropic organizations.

Management Team


Kaycee W. Krysty
President and Chief Executive Officer
 
Lynne Langseth
President and COO
 
Richard S. Simmonds
Managing Principal
 
Douglas S. Rogers
Chief Investment Officer
 
Barbara Potter
Managing Director of Fiduciary Services
 
Kristi Mathisen
Managing Director of Tax and Financial Planning
 
Roger Donahoe
General Counsel
 

Client Advisors


Duane Duim
Client Advisor
 
Matt Englizian
Client Advisor
 
Ross Henry
Client Advisor
 
Natalie Holm
Client Advisor
 
Ben Johnson
Client Advisor
 
Mary Kazlusky
Client Advisor
 
Phil Knell
Client Advisor
 
Wendy Romanchuk
Client Advisor
 
Kelly Sweet
Client Advisor
 
Brian Whitaker
Client Advisor
 
Jeff Zanatta
Client Advisor