Jeffrey G. Rhame, CFP®
PRESIDENT
Kyle M. McClain, CFP®, CIMA®
PARTNER & SENIOR WEALTH MANAGER
Kyle Nickerson, CFP®, CIMA®
WEALTH MANAGER
David Hunter, CFA, M.E.C.
CHIEF INVESTMENT OFFICER
Roland Thornton, AIF®
CHIEF COMPLIANCE OFFICER
Brecklynn Williams, CFP®, CIMA®
WEALTH MANAGER
Tyler Miller, CPA/PFS, CFP®, CIMA®
WEALTH MANAGER
Clay Hostetter, CPA/PFS, CFP®, CIMA®
TAX PLANNING MANAGER
Cydney P. Nash, CFP®, CIMA®
WEALTH MANAGER
Luke McClain
DIRECTOR OF MARKETING
Julio Resendez
MEDIA DIRECTOR
Kim Ayala
CLIENT SERVICE MANAGER
Thomas Ward
CLIENT SERVICE ASSOCIATE
Melissa Jacobs
CLIENT SERVICE ASSOCIATE
Cory Moscoso
WEALTH MANAGEMENT ASSOCIATE
Michael R. Gorrell, CFP®
RETIRED CO-FOUNDER