Team

Associates

Clay-Janson

Clayton Janson, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Professional

Seth D. Fink, CPA

Certified Public Accountant

Lee Evans

Retirement Planning Specialist

Kenneth Ragsdale, AIF®, CLU 

Financial Advisor

Paul Batt, CPFA, AIF®, CFS

Qualified Plan Specialist

Jennifer Rusk

Financial Professional

Lanaya Ewald

Financial Professional

Morgan Keil

Financial Professional

Alex Rosen, AIF®

Financial Professional

Kyle Trueba

Financial Professional

Roy Morris, RICP®

Financial Professional

Tyler-Grantham

Tyler Grantham, CFP®, AIF®

CERTIFIED FINANCIAL PLANNER™ Professional

Beau-Sheedy

Beau D. Sheedy

Financial Professional

Steven G. DuCharme, J.D.

Financial Professional

Erin-Vega

Erin Vega

Client Services

Mallory-Tower

Mallory Tower

Client Services

Karen Fulkerson

Client Services

Shaleen Howard

Executive Assistant/ Client Relations Manager

Rikki-Nunley

Rikki Nunley

Client Services