Meet Our Team

Dan Elliott

Daniel Elliott

Risk Advisor
Managing Partner

Daniel Elliott

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Pete Elliott

Pete Elliott

Risk Advisor
Managing Partner

Pete Elliott

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Charlie Elliott

Charlie Elliott

President/Partner

Charlie Elliott

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Amy Langlois

Amy Langlois

Chief Operations Officer, Partner

Amy Langlois

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Michelle Rachow

Michelle Rachow

Chief Financial Officer

Michelle Rachow

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Jeffrey Musselman

Jeff Musselman

Risk Advisor

Jeffrey Musselman

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Jackie Rachow

Jackie Rachow

Senior Client Support Specialist

Jackie Rachow

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Mark Dantzer

Mark Dantzer

Risk Advisor

Mark Dantzer

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Rob Kish

Market Analyst

Rob Kish

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Shawn Mendes

Shawn Nelson

Client Support Specialist

Shawn Nelson

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Tyler Pettit

Tyler Pettit

Risk Advisor

Tyler Pettit

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Paula Trimble

Client Support Specialist

Paula Trimble

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Eric Wangler

Eric Wangler

Risk Advisor

Eric Wangler

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Ben Elliott

Ben Elliott

Risk Advisor

Ben Elliott

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Dan Ostrander

Dan Ostrander

Risk Advisor

Dan Ostrander

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Ashley Kartes

Ashley Kartes

Client Support Specialist

Ashley Kartes

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Dawn Goodwin

Dawn Goodwin

Client Support Specialist

Dawn Goodwin

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Kathie Bowman

Kathie Bowman

Client Support Specialist

Kathie Bowman

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Alison Green

Alison Green

Client Support Specialist

Alison Green

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Tiffanie Wilson, Client Support Specialist

Tiffanie Wilson

Client Support Specialist

Tiffanie Wilson

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Jen Lademan

Jen Lademan

Client Support Specialist

Jen Lademan

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Jodi Mayhew

Jodi Mayhew

Client Support Specialist

Jodi Mayhew

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Julie Boadway

Julie Boadway

Servicing Producer

Julie Boadway

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Ellen Lahar

Ellen VanWormer

Receptionist

Ellen VanWormer

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Shirley Davidson

Shirley Davidson

Administrative Support Specialist

Shirley Davidson

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Samantha Johnston

Samantha Johnston

Account Processor

Samantha Johnston

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Nancy Swiatowy

Nancy Swiatowy

Client Support Specialist

Nancy Swiatowy

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Katie Elliott

Client Support Specialist

Katie Elliott

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Kelly Schleicher

Kelly Schleicher

Client Support Specialist

Kelly Schleicher

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Kevin Whisman

Kevin Whisman

Risk Advisor

Kevin Whisman

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Julie Hock

Julie Hock

Client Support Specialist

Julie Hock

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Kevin Elliott

Kevin Elliott

Consultant

Kevin Elliott

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