Your Financial Planning Team

Cultivate Wealth’s stakeholders are committed to delivering trust, transparency and accountability.
Our experienced team is committed to you and your family and seek to exceed your expectations for service each day.

Meet our DeForest Team         Meet our National Team

Wealth Advisors
Jennifer Homman

Jennifer Homman

CEO and Wealth Advisor
Erin Jones

Erin Jones

Wealth Advisor
Operations
Erin Semler

Erin Semler

Client Services Specialist
Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA, FCA

Senior Vice President, Investment Platform
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Jessica Golson

Jessica Golson

CIPM

Director of Platform Operations
Rick Jaster

Rick Jaster

CFA®

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA, FCA

Senior Vice President, Investment Platform
Brett Carson

Brett Carson

CFA®

Director of Research
Alex Blankenburg

Alex Blankenburg

Associate Trader
Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst
Kellie L. Duffy

Kellie L. Duffy

Senior Trader, Registered Rep.
Jeff Harris

Jeff Harris

Mergers & Acquisitions Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Jordan Pieper

Jordan Pieper

Trading Specialist
Drew Reisdorff

Drew Reisdorff

Senior Trader
Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst
Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader
Kevin Zlomke

Kevin Zlomke

Director of Trading
Alyssa Zuck

Alyssa Zuck

Trading Specialist, Registered Rep.
Advanced Solutions Team
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Director of Retirement Research
Brett Murray

Brett Murray

Wealth Planning Administrator

Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Director of Wealth and Estate Planning
Krista Thompson

Krista Thompson

Senior Wealth Planner
Russ Van Belle

Russ Van Belle

Insurance Specialist
Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Vice President, Wealth Planning
Ryan Yamada

Ryan Yamada

Planner