Team

Associates

Clayton Janson, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Professional

View Profile

Seth D. Fink

CPA

View Profile

Lee Evans

Retirement Planning Specialist

View Profile

Kenneth Ragsdale, AIF®, CLU 

Financial Advisor

View Profile

Paul Batt, CPFA, AIF®, CFS

Qualified Plan Specialist

View Profile

Marlin Wells

Financial Professional

View Profile

Jennifer Rusk

Financial Professional

View Profile

Morgan Keil

Financial Professional

View Profile

Lanaya Ewald

Financial Professional

View Profile

Alex Rosen, AIF®

Financial Professional

View Profile

Roy Morris, RICP®

Financial Professional

View Profile

Kyle Trueba

Financial Professional

View Profile

Tyler Grantham, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

View Profile

Steven G. DuCharme, J.D.

Financial Professional

View Profile

Shaleen Howard

Executive Assistant/ Client Relations Manager

View Profile

Karen Fulkerson

Client Services

View Profile

Bailey Wright

Digital Marketing and Operations Director

View Profile

Erin Vega

Client Services

View Profile