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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Morgan Keil

Financial Professional

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Tyler-Grantham

Tyler Grantham, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Professional

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Beau-Sheedy

Beau D. Sheedy

Financial Professional

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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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