Team
John Schooler CFS®, ChFC®
Senior Financial Advisor
John, a financial advisor since 1993, guides clients through a discovery process by asking, "What's important about money to you?" His advice is customized to match your values and goals.
Jenni Forsstrom
Financial Advisor
Jenni, a financial advisor, started working in the industry in the early 2000’s. During this time, she has advanced her career within the securities industry. As a former educator, she enjoys using her knowledge and experience to help...
Read more