Meet the Team.

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

Adam Hicks

Financial Planning Associate

Addison Adelberg, FPQP™

Financial Planning Associate

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholder

Ashley Swift, MBA, FPQP™

Client Service, Shareholder

Aubree Jensen

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Catherine Nichols, J.D.

Operations, Shareholder

Charlie Peck

Operations

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Financial Planning Associate

Craig Coltharp

Client Service

Dana Sandoval, CFP®

Advisor

Danielle Larcom

Operations

David Niichel, CFP®

Advisor, Shareholder

Dawnette Sweet, FPQP™

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service

Doug Nelson, CPA, PFS

Advisor, Shareholder

Gina Klement

Client Service

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hank Peck, CFP®, AEP®, CPFA

Retirement Plans

Jen Nevenhoven

Operations

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisor

Joan Padar

Client Service

John Stephens, MD, CFA, CFP®

Advisor, Shareholder

Josh Rennie, CFP®

Advisor

Justin Rodriguez, CFP®

Advisor

Justin Thomas, CFP®

Advisor, Shareholder

Kelly Cox

Operations

Ken Riebe

Advisor, Shareholder

Kim Peterson, FPQP™

Client Service

Kyle Larson, CFP®

Advisor

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Financial Planning Associate

Lea Brown, FPQP™

Client Service

Lily Styrmoe, CFP®

Financial Planning Associate

Liz Claridge, FPQP™

Operations

Lori Booth-Houle, CPA, CFP®

Advisor, Shareholder

Marc Campbell, CFP®

Advisor, Shareholder

Marshall Riebe, FPQP™

Financial Planning Associate

Mary Hardy, FPQP™

Client Service

Matt Schmack

Client Service

Melissa Klemp, FPQP™

Client Service

Michael Grosso, CFP®

Advisor, Shareholder

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan, CFA

Advisor, Shareholder

Missy Eddy

Operations, Shareholder

Nicole Gaudioso, FPQP™

Client Service

Rachel McCullough

Financial Planning Associate

Robert Swift

Advisor, Shareholder

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sarah Oxford

Client Service

Scott Styrmoe, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M

Operations

Stephanie Sutterley, FPQP™

Client Service

Steve Glassberg

Operations

Tammy Morgan, FPQP™

Client Service, Shareholder

Toni Bilesimo

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane

Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Lee, CPA, CFP®

Advisor

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