Advisors
Bill Kitchel
Financial Advisor
Bill Gimbel
Strategic Advisor-Corporate & Group Benefits Specialist-Not affiliated with Basecamp/Kestra
Bob Bensman
HNW Estate Planning
Brandon Coonse, CFA
Head of Business and Sales Strategy
Brett Jacobs
Strategic Advisor, 401(K) Specialist
Chris Lind
Adventurer, Retired Attorney, Official Basecamp Photographer
Danny Dolgin
Life Insurance Specialist
Derek Schug, CFA
Senior Vice President, Head of Portfolio Management
Doug Ackerman
Lead Guide
Jeff Cline
Strategic Advisor, HNW Personal Lines Specialist-not affiliated with Basecamp/Kestra
Jeffrey Stensland
Strategic Advisor, Annuity Specialist
Justin Helou
Director, Overlay Trading
Kara Murphy, CFA
President, Chief Investment Officer
Robert Friedman
Long Term Care Insurance Specialist, retired
Rosemarie Weinstein
Strategic Advisor, Personal Lines, Home & Auto-Not affiliated with Basecamp/Kestra
Shreeda Patel
Life Insurance Underwriting
Traci Eisner
Case Design Specialist
Tyler Ackerman
Client Service Specialist
Victoria Balser
Head of Marketing and Client Experience Strategy
Staff
Bill Kitchel
Financial Advisor
Bill Gimbel
Strategic Advisor-Corporate & Group Benefits Specialist-Not affiliated with Basecamp/Kestra
Bob Bensman
HNW Estate Planning
Brandon Coonse, CFA
Head of Business and Sales Strategy
Brett Jacobs
Strategic Advisor, 401(K) Specialist
Chris Lind
Adventurer, Retired Attorney, Official Basecamp Photographer
Danny Dolgin
Life Insurance Specialist
Derek Schug, CFA
Senior Vice President, Head of Portfolio Management
Doug Ackerman
Lead Guide
Jeff Cline
Strategic Advisor, HNW Personal Lines Specialist-not affiliated with Basecamp/Kestra
Jeffrey Stensland
Strategic Advisor, Annuity Specialist
Justin Helou
Director, Overlay Trading
Kara Murphy, CFA
President, Chief Investment Officer
Robert Friedman
Long Term Care Insurance Specialist, retired
Rosemarie Weinstein
Strategic Advisor, Personal Lines, Home & Auto-Not affiliated with Basecamp/Kestra
Shreeda Patel
Life Insurance Underwriting
Traci Eisner
Case Design Specialist
Tyler Ackerman
Client Service Specialist
Victoria Balser
Head of Marketing and Client Experience Strategy