We're different than other investment advisory firms.
Unlike stockbrokers and commission-compensated advisors, we are independent and commission-free.
Founder and Chief Executive Officer
Who makes up your family? My wife Chris, three adult daughters and six grandchildren.
What is your title? I’m...
President and 2018 Chair of CFP® Board’s Board of Directors
Who makes up your family? My son, RJ Salmen, and my daughter, Alexa Salmen. We spend time with extended family at our...
Investment Advisor and Director of Client Services
Who makes up your family? I have three sons and eight grandchildren. On November 10th, 2018 I married David Page...
Investment Advisor
Who makes up your family? My wife Shelly, daughter Ryesen, and son Ryver.
What is your title? I’m an Investment...
Administrative Assistant
Who makes up your family? My three children…Keaton, Kyndal & Kash.
What is your title? Receptionist
What do you...
Director of Community Relations
Who makes up your family? Dan, my spouse and adventure partner for over 40 years, three daughters (Jennifer, Jessica and...
Financial Planner
Who makes up your family? My wife Carly, and I were married on the beach in Aruba in the summer of 2019. We recently...
Financial Planner
Who makes up your family? Jonathan (husband), Talen (10 yr old daughter), Jonna (3 yr old daughter)
What is your title...
Assistant Planner
Who makes up your family? My husband Damon, 3 sons in high school and one middle school daughter.
What is your title...
Administrative Assistant
Who makes up your family? Me and my four children
What is your title? Administrative Assistant
What do you enjoy...
Advisor
Administrative Assistant
Who makes up your family? My husband, Blake and my son, Dallas.
What is your title? Administrative Assistant
What...
Assistant Advisor
Who makes up your family? My husband, Scott and, three children, Kyle, Carter, and Kate along with our two cats, Charlie...