Clara has been serving clients with financial advice since 1992. She holds certification as a CFP® (CERTIFIED FINANCIAL PLANNER™)...
Ryan heads up our Agribusiness Services Group, helping farmers, ranchers and business owners protect their family legacies.
In 20 years as a “recovering attorney,” Scott’s passion has been providing clients with personalized, easy-to-understand solutions...
Jon’s clients care about their families and community and are interested in creating a roadmap to make sure they’re doing...
Michael’s work centers around young professional families – in technology.
With years of industry experience, Tom is an advisor to advisors.
Jeff is dedicated to helping his clients meet and exceed their financial goals. He takes pride in helping them customize a plan that can be...
Jesse understands the importance of financial independence and retirement planning. With a focus on financial education, his clients find...
Jenny is our Client Services Manager and has been in this industry for 14 years. She is responsible for maintaining accounts...
Stephanie has been in the financial services industry since 2013. She support Open Advisors’ Financial Planners in all aspects of...
Investment and Insurance Specialist
Financial Planning Manager