From the humble beginnings of a single financial advisor in 1997, our team of financial professionals has grown to nearly 30 strong. Our team of advisors include CFP's, CPA's, JD's, and a whole alphabet soup of other professional designations. Most importantly, they bring years and years of real-world experience working with clients and their financial challenges. Let them put this experience to work for you.
Not pictured: Bill Monteith, Nimish Desai, Heather Buerkle, Kelly Fielding, Jeff Stewart, Michael Kratchman, Ben Parr, Kurt Ostheim, Antonio Stokes, Sierra Carter, Jim Harris, Samantha Goddard, Michael Liphardt.