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 Principa...

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 va...

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 bringin...

Investment Advisor and Chief Compliance Officer

Who makes up your family? Me, my husband Scott, our son Cooper, our daughter Chloe, and our chocolate lab Winnie.

What ...

Investment Advisor

Who makes up your family? My wife Shelly, daughter Ryesen, and son Ryver.

What is your title? I’m an Investment Advisor...

Administrative Assistant

Who makes up your family? My three children…Keaton, Kyndal & Kash.
 
What is your title? Receptionist
 
What do you enjoy ...

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? On June 7th, 2019 I married my wife, Carly, on the beach in Aruba!

What is your title? Financ...

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? A...

Administrative Assistant

Who makes up your family? Me and my four children

What is your title? Administrative Assistant

What do you enjoy most ...

ADMINISTRATIVE ASSISTANT

Who makes up your family?I come from a pretty big family, but that means there is lots of love and support to go around....

 

Let’s plan for some serious freedom.

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