Meet the Team.

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

Adam Hicks, CFP®

Financial Planning Associate

Addison Adelberg, FPQP™

Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Andrew Riebe

Client Service

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholders

Ashley Swift, MBA, FPQP™

Client Service, Shareholders

Aubree Jensen

Operations, Shareholders

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Catherine Nichols, J.D.

Operations, Shareholders

Charlie Peck

Operations, Shareholders

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Advisors

Craig Coltharp, FPQP™

Client Service

Dana Sandoval, CFP®

Operations

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholders

Debbie Hixson, FPQP™

Client Service, Shareholders

Doug Nelson, CPA, PFS

Advisors, Shareholders

Eden Bailey

Client Service

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisors, Shareholders

Jen Nevenhoven

Operations, Shareholders

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisors, Shareholders

Joan Padar, FPQP™

Client Service

John Stephens, MD, MBA, CFA, CFP®

Advisors, Shareholders

Josh Cohen

Operations

Josh Rennie, CFP®, AIF®

Advisors

Juan Sicco

Operations

Justin Rodriguez, CFP®

Advisors

Justin Thomas, CFP®

Advisors, Shareholders

Kelly Cox, FPQP™

Operations

Ken Riebe

Advisors, Shareholders

Kim Peterson, FPQP™

Client Service

Kyle Larson, CFP®

Advisors, Shareholders

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Advisors

Lily Styrmoe, CFP®, CSRIC™

Advisors

Lisa Reinhardt

Client Service

Lori Booth-Houle, CPA, CFP®

Advisors, Shareholders

Marshall Riebe, FPQP™

Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Michael Grosso, CFP®

Advisors, Shareholders

Mickey Abeshaus, MD, CFP®

Advisors, Shareholders

Mike Sullivan, CFA

Advisors, Shareholders

Miranda Soeder

Client Service

Missy Eddy, MBA

Operations, Shareholders

Nicole Gaudioso, FPQP™

Operations

Rachel McCullough

Financial Planning Associate

Rina Johari

Client Service

Robert Swift

Advisors, Shareholders

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Meredith

Operations

Sam Swift, CFA, CFP®, AIF®

Advisors, Retirement Plans, Shareholders

Sarah Oxford

Client Service

Scott Styrmoe, MBA, CPA, CFP®

Advisors, Shareholders

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M

Operations

Stephanie Sutterley, FPQP™

Client Service

Tammy Morgan, FPQP™

Client Service, Shareholders

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Lee, CPA, CFP®

Advisors

No members found.

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