Meet the Team.

  • All
  • Advisors
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholders

Rachel McCullough

Advisor

Simone Gehner, LL.M

Operations

Bethany Hustin

Client Service

Toni Bilesimo

Client Service

Adam Hicks

Advisor

Lauren Williams

Advisor

Lauren Janky, FPQP™

Client Service

Addison Adelberg

Client Service

Matt Schmack

Client Service

Cody Cassidy

Advisor

Lily Styrmoe

Advisor

Joan Padar

Client Service

Josh Rennie, CFP®

Advisor

Bentley Sanes

Operations

Kelly Cox

Operations

Jennifer Botz

Client Service

Justin Rodriguez, CFP®

Advisor

Craig Coltharp

Client Service

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Vanessa Lee, CPA, CFP®

Advisor

Scott Styrmoe, CPA, CFP®

Advisor, Shareholder

Marshall Riebe, FPQP™

Advisor

Gina Klement

Client Service

Rory Barnes

Operations

Shawn Williams

Client Service

Art Tellez

Operations, Shareholder

Ashley Swift, MBA, FPQP™

Client Service, Shareholder

Dawnette Sweet, FPQP™

Client Service, Shareholder

Stephanie Sutterley, FPQP™

Client Service

Christina Slater, FPQP™

Client Service

Gladys Rice, FPQP™

Client Service

Kim Peterson, FPQP™

Client Service

Charlie Peck

Operations

Valerie Farris, FPQP™

Client Service, Retirement Plans

Catherine Nichols, J.D.

Operations, Shareholder

Jen Nevenhoven

Operations

Tammy Morgan, FPQP™

Client Service, Shareholder

Jennifer Means, CFP®, FPQP™

Advisor

Kyle Larson, CFP®

Advisor

Melissa Klemp, FPQP™

Client Service

Aubree Jensen

Operations, Shareholder

Tracy Sanes, FPQP™

Operations

Debbie Hixson, FPQP™

Client Service

Mary Hardy, FPQP™

Client Service

Nicole Gaudioso, FPQP™

Client Service

Missy Eddy

Operations, Shareholder

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Liz Claridge, FPQP™

Operations

Lea Brown, FPQP™

Client Service

Scott Bennett

Shane Abeshaus

Operations

Justin Thomas, CFP®

Advisor, Shareholder

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Robert Swift

Advisor, Shareholder

Mike Sullivan, CFA

Advisor, Shareholder

John Stephens, MD, CFA, CFP®

Advisor, Shareholder

Dana Sandoval, CFP®

Advisor

Ken Riebe

Advisor, Shareholder

Hank Peck, CFP®, AEP®, CPFA

Retirement Plans

David Niichel, CFP®

Advisor, Shareholder

Doug Nelson, CPA, PFS

Advisor, Shareholder

Bill Moss, CPA/PFS RET

Advisor, Shareholder

Guy Holman, CFP®

Advisor, Shareholder

Michael Grosso, CFP®

Advisor, Shareholder

Marc Campbell, CFP®

Advisor, Shareholder

Lori Booth-Houle, CPA, CFP®

Advisor, Shareholder

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

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Let's talk.

Wherever your plan falls in these five categories, we can help elevate it to the next level. Contact us to learn how our unique approach can create successful outcomes for you and your employees.

(877) 733-1859

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