Kevin Kent, ChFC®
Partner & Wealth Management Advisor
Keith Foe, CFP®, CPA, CLU®, CFA®, QPFC
Partner & Wealth Management Advisor
Will Tippet, CLU®, ChFC®
Partner & Wealth Management Advisor
Mick Anderson, CLU®
Wealth Management Advisor
Chelsea Kerslake, CFP®
Partner & Chief Operating Officer
Will Mason, QPFC
Partner & Wealth Management Representative
Bradley Mitchell
Partner & Wealth Management Advisor
Trudy Leen
Associate Wealth Management Representative
Jamie Endicott, QPFC
Retirement Plan Specialist
Patrick Mulcahy, QPFC
Retirement Plan Specialist
Molly Mason, QPFC
Retirement Plan Specialist
KC Radke, QPFC
Manager of Retirement Plan Operations / Registered Representative
Nathanael Breitenberg, CFP®
Wealth Management Advisor
Tanner Danks, ChFC®, CLU®, CFP®
Wealth Management Advisor
Shawn Manaloto, CPA, MST, CFP®
Associate Wealth Management Representative
Bradley Russell, CFP®
Manager of Investment Operations
Dan Willey, QPFC
Wealth Management Advisor
Dara Fogg
Client Service Associate
Ashley Scribner
Client Service Associate
Kelli Aggerbeck, CFP®
Associate Wealth Management Representative
Cindy Llamas
Associate Wealth Management Representative
Ava Greer
Associate Wealth Management Representative
Kayla Hazard
Client Service Associate
Sarah Weinbender
Workflow Manager & Client Service Associate
Shannon Lipp
Executive Assistant
Frank Conner
Client Service Associate
Colleen O'Donnell
Client Service Associate
Marla K. Freeman
Administrative Assistant
Dave Griffith
Business Development Executive
Kimberly Juarez
Client Service Associate
Johann Schneider
Director of Investments
Asael Llamas
Technology & Marketing Specialist