Kelly Trapp
Investment Operations Associate
Ron Yee
Client Relationship Manager
Chris Kleine
Chief Operating Officer/Chief Compliance Officer
Alyssa Thompson
Client Relationship Manager
Dan Spellman
Research Analyst & Trader
Cameron Gray, CFP®
Financial Consultant
John Friar, CFP®, AIF®
Financial Consultant & Partner
Clint Bauch, CFP®
President/CEO & Partner