Our Team

We are team players who strive for growth, care about people, and do it right.

Robert L. Avey
AIF®, ChFC®, CLU®, LUTCF®
Financial Advisor
Tyler Bailey
Financial Planning Associate
Nathan Bennett
CFP®, CBEC®, ChFC®, CLU®
Partner, Financial Advisor
Susan Bonde
Front Desk/Client Services Associate
Keith Campbell
Manager of Compliance and Trading
Heather Curtis
Practice Manager
Kim Damiani
CFP®
Financial Advisor
Jay Gilson
CBEC®
Senior Director, Financial Advisor
Dash Grammer
CFP®
Financial Advisor
Erin Haubner
Director of Operations
Cristina Holloway
New Business Coordinator
Kimberly Horikoshi
Practice Manager
Kari Jeha
Practice Assistant
Rachael Kepke
CFP®, ChFC®
Director of Advisor Services
Angela King
Marketing Manager
Donald Ledoux
CFP®, CBEC®, CEPA®
Financial Advisor
Jeffrey Lee
Practice Manager
Nik Linton
CFA®
Trading and Investment Specialist
Cindy Loeffler
Practice Manager
Nancy McMillin
Executive Assistant
Connor Merrigan
CFP®
Financial Advisor
David Moe
New Business Coordinator
Gina Morais
CFP®, CEPA®
Financial Advisor
Laurie Murthy
Practice Manager, Client Services Lead
Brendan Noonan
CFP®
Financial Advisor
John O’Dea
CLU®, CExP™, CPFA®, AIF®
Financial Advisor
Monika Orrey
Practice Manager
Aaron Peabody
CFP®, CBEC®, CEPA®
Financial Advisor
Julie Pelletier
Retirement Plan Specialist
Breanne Powers
Business Operations Manager
Vanessa L. Savage
CFP®, CEPA®, RICP®
Director, Financial Advisor
Veronica Sandoval
Marketing Specialist
Michael Schomaker
CFP®
Financial Advisor
Jeneen Slack
CFP®, CDFA®
Financial Advisor
Cody C. Smith
CFP®, CBEC®, CEPA®
Financial Advisor
Tiffany Taylor
Director of Development
Steven M. Wilcox
CAP®, CFP®, ChFC®, CFS
Partner, Financial Advisor
Jennifer Zednick
Practice Assistant
Evan Zeller
Financial Planning Associate

    Subscribe to our newsletter

    We will not distribute your information. You can unsubscribe at any time.
    We will not distribute your information. You can unsubscribe at any time.