Our firm has a combined staff, across all of its locations, of over 20 people which includes advisors, associates, paraplanners and administrative staff. They all work together in their roles to deliver exceptional service to our clients. With over 100 years of experience in the financial industry, our expertise spans many segments of the wealth management process.
 Robert Swift |
 Doug Nelson, CPA, PFS |
 John Stephens, MD, CFA, CFP®, MBA |
 Ken Riebe |
 Trisa Summers, CFP® |
 Michael Grosso, CFP® |
 Hank Peck, CFP® |
 Mickey Abeshaus, MD, CFP® |
 Justin Thomas CFP® |
 Guy Holman, CFP® |
 Sam Swift, CFA |
