Proactive Planning Team
Your local “eyes and ears” to help you focus on planning priorities and identify opportunities.
Brad Tobin, CPA
Client Relationship Lead
Bradley Granneman, EA
Client Relationship Lead
Dale Hammernik, EA
Client Relationship Lead
David Biskup, EA
Client Relationship Lead
Justin Swenson
Proactive Coordinator
Lori Beck
Proactive Coordinator
Nicholas Hammernik, EA
Client Relationship Lead
Susan Lahey
Proactive Coordinator
Todd Smith, CFP, ChFC, CTM, CLTCTM
Advanced Planning Lead
Toni Marie Adamski
Proactive Coordinator