All Team Members

Kelly Trapp

Kelly Trapp

Investment Operations Associate
Ron Yee

Ron Yee

Client Relationship Manager
Chris Kleine

Chris Kleine

Chief Operating Officer/Chief Compliance Officer
Alyssa Thompson

Alyssa Thompson

Client Relationship Manager
Dan Spellman

Dan Spellman

Research Analyst & Trader
Cameron Gray, CFP®

Cameron Gray, CFP®

Financial Consultant
John Friar, CFP®, AIF®

John Friar, CFP®, AIF®

Financial Consultant & Partner
Clint Bauch, CFP®

Clint Bauch, CFP®

President/CEO & Partner

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