
Gina
Aldaz
Managing Director, Client Development

Glen
Amason
Senior Wealth Management Advisor

Bert
Butkus
Wealth Management Advisor

Sarah
Crowe
Senior Wealth Management Advisor

Ricquita
Edwards
Operations Manager

J. Brent
Everett
Founder, Chief Investment Officer

William
Flock
Investment Analyst

Bryce D.
Gray
Chief Operating Officer

Bob
Lamse
President

Mirabella
Pascador
Client Development Coordinator

David
Richards
Senior Wealth Management Advisor

Stephen
T. Hart
Senior Wealth Advisor, Director of Financial Planning

Landry
Thompson
Financial Planning Analyst