Your Financial Investment TEAM

Meet the team helping you achieve financial FITness

Diana Harrison

OWNER, INVESTMENT ADVISOR REPRESENTATIVE, MASTER OF TAXATION, CPA, CFP®, CWS®

Rachel Gustafson

INVESTMENT ADVISOR
REPRESENTATIVE, CFP®, CCPS®

Christine Lam

INVESTMENT ADVISOR REPRESENTATIVE, CFP®, CHSNC®

Travis Wesley

INVESTMENT ADVISOR REPRESENTATIVE, CFP®, AIF®, APMA®, CRPS®, CRPC®

Chris Knupfer

PORTFOLIO MANAGER

Tammy Susnjara

CLIENT SERVICES SPECIALIST

Carrie Howard

MARKETING & CLIENT EVENTS COORDINATOR

Kristin Kralicek

OFFICE ADMINISTRATOR

Sarah Siegele

TAX PREPARER, EA, LTC

Maxie

WELLNESS OFFICER

Meet with the FIT Family

Financial Investment Team has been providing Tax and Wealth Management services
for over 25 years. Schedule an appointment and out how we can help you today.