top of page
Kellie 7.27_edited.png

Kellie Sokolowski

Client Service Associate

For important Disclosures & Award Criteria, please see Disclosures
Sanford-50 preferred_edited_edited_edite
SanfordNov-14_Good_edited_edited_edited_

Todd Sanford, CFP®

Scott Williams, CFP®

Partner | Investment Adviser Representative

Partner | Investment Adviser Representative

Sanford-2_Best_edited.png

Brent Kerstetter, CFP®, MBA

Partner | Investment Adviser Representative

Sanford-website_edited_edited_edited_edited_edited_edited.png

Kelly Mutual

Client Service Associate

DSC_0097_Original_edited_edited_edited.png

Kelsey Holdridge

Client Service Associate

MRomanak-9C_PREFERRED_edited_edited_edit

Mary Romanak

Client Service Associate

Nick 2018 website_edited_edited_edited_e

Nick Bond, CFP®, MBA

Investment Adviser

representative

Lori Favorite_edited_edited.png

Lori Bumgart, CFP®

Chief Compliance Officer 
Investment Adviser representative

LYunker-4_edited_edited_edited_edited_ed

Liz Yunker

Investment Adviser

representative

Kristin2_edited.png

Kristen Cordell

Investment adviser representative

DSC_0037_Original_edited_edited_edited.p

Madeline Bradley

Investment Adviser representative 

Tami 7_edited.png

Tami Leffingwell

director of client services

Meet your team

7.27.21 (2).jpeg
bottom of page