Team

Associates

Clay-Janson

Clayton Janson, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Professional

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Seth D. Fink, CPA

Certified Public Accountant

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Lee Evans

Retirement Planning Specialist

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Kenneth Ragsdale, AIF®, CLU 

Financial Advisor

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Steven-King

Steven King, ChFC, CLU

Financial Advisor

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Paul Batt, CPFA, AIF®, CFS

Qualified Plan Specialist

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Marlin Wells

Financial Professional

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Jennifer Rusk

Financial Professional

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Morgan Keil

Financial Professional

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Lanaya Ewald

Financial Professional

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Alex Rosen, AIF®

Financial Professional

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Roy Morris, RICP®

Financial Professional

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Kyle Trueba

Financial Professional

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Tyler-Grantham

Tyler Grantham, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Professional

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Steven G. DuCharme, J.D.

Financial Professional

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Beau-Sheedy

Beau D. Sheedy

Financial Professional

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Stephen Mattoon

Financial Professional

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Shaleen Howard

Executive Assistant/ Client Relations Manager

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Karen Fulkerson

Client Services

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Erin-Vega

Erin Vega

Client Services

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Mallory-Tower

Mallory Tower

Client Services

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Rikki-Nunley

Rikki Nunley

Client Services

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Rebecca-Furnish

Rebecca Furnish

Client Services

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