Meet the Team.

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

Jennifer Botz

Client Service

Justin Rodriguez

Client Service

Tanisha Justus, FPQP™

Client Service

Amanda Dombrowski

Client Service

Craig Coltharp

Client Service

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Vanessa Lee, CPA, CFP®

Client Service

Vanessa Benjamin

Client Service

Scott Styrmoe, CPA, CFP®

Advisor, Shareholder

Marshall Riebe

Operations

Gina Klement

Operations

Rory Barnes

Operations

Shawn Williams

Client Service

Art Tellez

Operations, Shareholder

Ashley Swift, MBA, 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 Odell, FPQP™

Client Service, Retirement Plans

Catherine Nichols, J.D.

Operations, Shareholder

Jen Nevenhoven

Operations

Tammy Morgan, FPQP™

Client Service

Kyle Larson

Client Service

Aubree Jensen

Operations

Tracy Sanes

Operations

Debbie Hixson, FPQP™

Client Service

Nicole Gaudioso, FPQP™

Client Service

Missy Eddy

Operations

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Janelle Chugg, FPQP™

Operations

Liz Claridge

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

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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(877) 733-1859

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