All Team Members

Alyssa Thompson

Alyssa Thompson

Investment Associate
Dan Spellman

Dan Spellman

Research Analyst & Trader
Emma Mueller, CRPS®, AIF®

Emma Mueller, CRPS®, AIF®

Chief Compliance Officer/Financial Consultant
Diane McCann

Diane McCann

Business Practice Manager
Cameron Gray, CFP®

Cameron Gray, CFP®

Financial Consultant
John Friar, CFP®, AIF®

John Friar, CFP®, AIF®

Financial Consultant & Partner
Clint Bauch, CFP®, CHFC®

Clint Bauch, CFP®, CHFC®

President/CEO & Partner

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