Our Team

Karl Hansen

MANAGING MEMBER

Erik Hansen

MEMBER & RETIREMENT PLAN ADVISOR

Timothy Gallagher, MBA, AAMS, CRPC

RETIREMENT PLAN ADVISOR

Julia Hopkins

SENIOR ACCOUNT SPECIALIST

Kenneth Goth

ACCOUNT MANAGER

Stephanie Barton

DIRECTOR OF PLANNING

Marguerite Hansen

SENIOR PLANNING SPECIALIST

Lydia Budde

SENIOR PLANNING SPECIALIST