Meet the Team.

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

Lauren Williams

Client Service

Lauren Cerato

Client Service

Addison Adelberg

Client Service

Matt Schmack

Client Service

Chad Lawyer

Client Service

Cody Cassidy

Client Service

Lily Styrmoe

Client Service

Joan Padar

Client Service

Josh Rennie

Client Service

Bentley Sanes

Operations

Debra Painter

Client Service

Ava Clare Cassidy

Operations

Kelly Cox

Operations

Jennifer Botz

Client Service

Justin Rodriguez, CFP®

Client Service

Amanda Dombrowski

Client Service

Craig Coltharp

Client Service

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Vanessa Lee, CPA, CFP®

Client Service

Scott Styrmoe, CPA, CFP®

Advisor, Shareholder

Marshall Riebe

Operations

Gina Klement

Client Service

Rory Barnes

Operations

Shawn Williams

Client Service

Art Tellez

Operations, Shareholder

Ashley Swift, MBA, FPQP™

Client Service

Dawnette Sweet, FPQP™

Client Service

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

Jennifer Means, CFP®, FPQP™

Advisor

Kyle Larson

Client Service

Melissa Klemp, FPQP™

Client Service

Aubree Jensen

Operations

Tracy Sanes

Operations

Debbie Hixson, FPQP™

Client Service

Rebecca N. Hebert, CEP®, FPQP™

Client Service

Mary Hardy

Client Service

Nicole Gaudioso, FPQP™

Client Service

Missy Eddy

Operations

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Janelle Chugg, FPQP™

Operations

Liz Claridge, FPQP™

Operations

Lea Brown, FPQP™

Client Service

Scott Bennett

Client Service

Shane Abeshaus

Operations

Sam Van Denburgh, CFP®

Advisor

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

Advisor, Retirement Plans, Shareholder

David Niichel, CFP®

Advisor, Shareholder

Doug Nelson, CPA, PFS

Advisor, Shareholder

Bill Moss, CPA/PFS

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

No members found.

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