Your Gentian Financial Team

Michael focuses on getting to know clients on a deep personal and financial level. As a CFP® professional, Michael is passionate about financial planning and treats every client like they're a member of his own family. He believes the most satisfying part of his career is the relationships he builds with his clients, deeply investing to understand their concerns and looking for every way to help them pursue their goals.

Lisa helps ensure that all office procedures and systems are running smoothly and efficiently; she is responsible for daily client interaction, appointment scheduling and account maintenance. Lisa is a great resource for any inquires you may have regarding statements, account transfers, money movement and general account questions and requests.​

Julie has over thirty years of experience working in the financial industry. She enjoys working with people and is dedicated to helping clients reach their financial goals. Her areas of expertise include overseeing the client onboarding experience and coordinating the client meeting preparation process. She strives to be a reliable resource that clients can trust to have their best interests in mind. She works to make all clients feel like they are a part of our Gentian family.​

Angie is dedicated to providing a client experience that exceeds expectations. Focused on facilitating all interactions between our clients and Gentian team members, Angie is one of the first faces and voices that you will see and hear upon entering Gentian Financial. She is a wonderful resource for any inquires you may have regarding scheduling an appointment, general account questions and other requests.

Lauren brings a background of investments and a broad history of life insurance to the team. She is committed to providing excellent service and enjoys connecting with clients and hearing their unique stories and experiences. Lauren's mission is to help simplify the lives of our team and clients by assisting with account and insurance related requests.

Having completed his Series 7 License and Series 66, Ryan performs fund and stock analysis, supports advisors through meeting preparation, assists with trading, and provides administrative support to relationship managers.

Ashley is dedicated to seeing that everyone enjoys the best possible 'Gentian' experience. Welcoming and caring, Ashley is one of the first faces you can plan to see when visiting our Gentian office. Playing a key role in the firms marketing and communication, she handles special events, educational forums and helps oversee office operations.

Utilizing a progressive mindset, Jenny serves Gentian and our clients, by supporting  marketing efforts with specific focus on client insights, branding, messaging, high touch client event planning, social media and community engagement.

Your feedback and ideas help our business evolve so please, feel free to reach out to Jenny at anytime!​

As the Director of Gentian Legacy Capture, Kristin drives the creative process to deliver a most meaningful gift to our clients. Kristin's work helps clients recount tales and document their stories, values and histories to preserve them for generations to come.

Ben is a dedicated team player who helps with meeting preparation and collaboration. With a strong foundation in Property and Casualty Insurance, he brings valuable knowledge to the team. His commitment to teamwork ensures that every experience is positive for the team and our clients.