
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

Brent
Everett
Chief Investment Officer

William
Flock
Investment Analyst

Bryce
Gray
Senior M&A Advisor, Senior Business Strategist

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

Bob
Lamse
President, Wealth Advisory

David
Richards
Senior Wealth Management Advisor

Landry
Thompson
Financial Planning Analyst