
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