Team

Associates

Clayton Janson, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Professional

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Seth D. Fink

CPA

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Lee Evans

Retirement Planning Specialist

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Kenneth Ragsdale, AIF®, 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

Financial Professional

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Kyle Trueba

Financial Professional

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Julia Cook

Client Services

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Shaleen Howard

Executive Assistant/ Client Relations Manager

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Karen Fulkerson

Client Services

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Bailey Helton

Digital Marketing and Client Services Specialist

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