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, Advisor

Who makes up your family? My wife Chris, three adult daughters and six grandchildren. 
 
What is your title? I’m...

Director of Financial Planning, Advisor

Who makes up your family? My wife Carly, and I were married on the beach in Aruba in the summer of 2019. We recently...

Director of Tax Services, Advisor

Who makes up your family? Jonathan (husband), Talen (10 yr old daughter), Jonna (3 yr old daughter)
 
What is your title...

Director of Client Services, Advisor

Who makes up your family? I have three sons and eight grandchildren. On November 10th, 2018 I married David Page...

Director of Investment Research, Advisor

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

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

Director of Community Outreach, Advisor

Who makes up your family? Dan, my spouse and adventure partner for over 40 years, three daughters (Jennifer, Jessica and...

Chief Compliance Officer, Associate Advisor

Who makes up your family? My husband Damon, 3 sons in high school and one middle school daughter.

What is your title...

Associate Advisor

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? Me and my four children

What is your title? Administrative Assistant

What do you enjoy...

Assistant Advisor

Who makes up your family? My husband, Scott and, three children, Kyle, Carter, and Kate along with our two cats, Charlie...

Assistant Advisor

Who makes up your family? My parents, Robin and Carl and my two brothers, Joe and Carson

What is your title? Assistan...

Assistant Advisor

Who makes up your family? My fiancé Cade , bonus daughter MaKoy, & we are also expecting a baby girl of our own in...

Office and Human Resources Manager

Who makes up your family? I am the proud mother of a son and two daughters who are fully independent.

What is your...

Office Assistant

Who makes up your family? My three children…Keaton, Kyndal & Kash.
 
What is your title? Administrative Assistant
 
What...

Office Assistant

Who makes up your family? My husband Ryan, two children. Murphy Kay, Logan Dennis, our pup Lucy Lou, and my cat Jazzy.  ...

 

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