Team
Our Team
We are passionate about making financial services a more inclusive, rewarding experience.
Led by founder Wesley Burns, Transformational Advisory Group is committed to providing our clients with a highly differentiated relationship – one that begins with the integrity and skills of each team member. Now with a second location in Bellingham, WA, we are even more dedicated and excited for the future.
Investment Committee
As part of the full range of investment solutions we offer, the investment selection process and onging portfolio management of our clients' assets is overseen by our highly engaged Investment Committee, a group of credentialed and experienced industry professionals.
Team
Amanda Baer
Client Service Specialist
Wesley Burns, CFP®, CLU®
Managing Partner and Wealth Manager
Laura Friel
Executive Assistant
Jim Gillingham, CFP®
Director of Planning
Joel Gourdin, CAIA®
Chief Investment Officer
Madilyn Kaatz, FPQP®
Client Service Specialist
Camille Koppenberg, AAMS®, CDFA®
VP/Wealth Manager
Danielle Morriss
Associate Wealth Advisor
John Murray
Director of Insurance Operations
Marc Potash
Chief Financial Officer
Meli Rosin, APMA®
Financial Planning Analyst
Sarah Rutkas
Chief Operating Officer
Treena Tipton
Branch Manager and Financial Advisor
Jennifer Van Mater
Director of Client Services
Ava Vogel
Executive Assistant
Luke Wagoner
Associate Wealth Advisor
Caity Watson
Client Service Specialist
Kady Wiese
Executive Support Specialist
