Meet the Team.

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

Adam Hicks

Financial Planning Associate

Addison Adelberg, FPQP™

Client Service

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholder

Ashley Swift, MBA, FPQP™

Client Service, Shareholder

Aubree Jensen

Operations, Shareholder

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

Financial Planning Associate

Lea Brown, FPQP™

Client Service

Lily Styrmoe

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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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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