
Ron Yee
Client Relationship Manager

Chris Kleine
Chief Operating Officer/Chief Compliance Officer

Alyssa Thompson
Investment Associate

Dan Spellman
Research Analyst & Trader

Diane McCann
Business Practice Manager

Cameron Gray, CFP®
Financial Consultant

John Friar, CFP®, AIF®
Financial Consultant & Partner

Clint Bauch, CFP®, CHFC®
President/CEO & Partner