Leadership Team

William L. Bowman, CPA

President, Wealth Manager

Kristie Hennes

Chief Compliance Officer &
Director of Operations

Wealth Management Team

Brian Rogers, CFP®

Financial Planner & Portfolio Manager

Michael Donnan, CLTC, FIC

Wealth Manager

Mike Villeneuve

Wealth Manager

Jessica Dontje, FPQP®

Relationship Manager

Sam Christie

Relationship Manager

Operations & Marketing Team

Will Cochrane

Operations Associate

Chris Otte

Operations Manager

Connor Krohn

Operations Associate

Alyssa Doro

Operations Associate

Courtney Deitte

Marketing Coordinator

Megan Van Driel

Client Experience Concierge / Event Planner

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