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