Peter McClellan

Lead Advisor
After working for a national financial services firm for more than a decade, Peter believed there had to be a better way. Ever the optimist, he envisi...

Lori Nickel

Director of First Impressions
Coffee and conversation starts here! Lori joined the 401k Latte Company in October 2017, and has happily settled into her position as the Director of...

Sarah Lambert

Operations Specialist
After working at an online brokerage firm for over thirteen years as an Investment Consultant, Sarah was ready for some change and for a new position....

Jan Erickson

Client Services Representative
After spending eight years at home raising her kids, Jan was ready to get back to work—but only for a company that fostered a supportive, happy enviro...