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A creative and collaborative team

Tap into industry-leading insights backed by ground-breaking technology and a culture of innovation at Advanced Capital Group. Getting to know you and your needs is our top priority as we provide the advice, management and solutions that achieve results.

 

Brad Harrison

Senior Advisory Relationship Consultant
Brad Harrison

Brad Tollander, CFA

Senior Investment Consultant
Brad Tollander, CFA

Brian Knapp

Senior Fixed Income Analyst
Brian Knapp

Chad Rice

Director of Retirement Investment Strategies, Senior Portfolio Manager
Chad Rice

Charles Langowski

Principal & CEO
Charles Langowski

Cindi Bruns

Director of Operations
Cindi Bruns

Dan Schroeder, QKA, QPFC

Principal & Director of Retirement Plan Consulting
Dan Schroeder, QKA, QPFC

David Walker, CFA

Fixed Income Analyst & Trader
David Walker, CFA

Evan Langowski

Investment Analyst
Evan Langowski

Jacob Fuerstneau, CFA

Senior Investment Consultant
Jacob Fuerstneau, CFA

John Conway

Education Consultant
John Conway

Jules Mayall

Retirement Plan Analyst
Jules Mayall

Lisa Holte

Senior Relationship Manager
Lisa Holte

Mathew Coyle, CFP®

Director & Fiduciary Advisor
Mathew Coyle, CFP®

Michael Hoeschen, CPA

Senior Investment Consultant
Michael Hoeschen, CPA

Patrick Larson, CFA

Principal, Director of Institutional Investment Management
Patrick Larson, CFA

Tony Albrecht, CFA

Senior Portfolio Manager
Tony Albrecht, CFA

    Legal Fraud Disclaimer

    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.