Our Team

Please feel free to email us with any questions.

• Mike Surenkamp MBA CFP - President
  
  
• Roel Carandang - Executive Director
  
  
• Tammie Schroder - Chief Compliance Officer
  
  
• Brian Melvin - Client Account Manager
  
  
• Andy Birge - Administrator
  
  
• David Cotton - Client Account Manager
  
  
• Amanda McGillem - Administrator

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