Chadwick Dickison
Wealth Advisor
Evan Kennedy, CFP®
Wealth Advisor
Fran Goldman
Sr. Wealth Advisor
Ian Hamre, CFA®
Sr. Wealth Advisor
Keenan Stout, CFP®
Wealth Advisor, Director
Kent Davis
Wealth Advisor
Lawrence Solomon, MBA, CFP®
Sr. Wealth Advisor
Marcus Cooper
Wealth Advisor
Mark Falamoun, CFP®, EA
Wealth Advisor
Pam Postma
Sr. Wealth Advisor
Rick Gibson, CFP®
Wealth Advisor
Brian Oberle
Regional Vice President
Keith Wayne, CFP®, CSLP®, CRPC®, APMA®
Financial Planner
Aleksandra Simic
Sr. Client Service Specialist
Ally Keasler
Sr. Client Service Specialist
Courtney Lavender
Sr. Client Service Specialist
Grace Farley
Director, Client Service
Jody Wyatt
Sr. Client Service Specialist
Kristina Gillis-Phelps
Client Service Specialist
