Jeffrey G. Rhame, CFP®

PRESIDENT

Kyle M. McClain, CFP®, CIMA®

PARTNER & SENIOR WEALTH MANAGER

Roland Thornton, AIF®

CHIEF COMPLIANCE OFFICER

David Hunter, CFA®

CHIEF INVESTMENT OFFICER

Kyle Nickerson, CFP®, CIMA®

WEALTH MANAGER

Brecklynn Williams, CFP®, CIMA®

WEALTH MANAGER

Tyler Miller, CPA/PFS, CFP®, CIMA®

WEALTH MANAGER

Clay Hostetter, CPA/PFS, CFP®, CIMA®, FRC℠

TAX PLANNING MANAGER

Cydney P. Nash, CFP®, CIMA®

WEALTH MANAGER

Tim Blanchard, CFP®, MBA

WEALTH MANAGER

Luke McClain, CFP®

DIRECTOR OF MARKETING

Julio Resendez

MEDIA DIRECTOR

Kim Ayala

CLIENT SERVICE MANAGER

Melissa Rudell

CLIENT ENGAGEMENT MANAGER

Thomas Ward

CLIENT SERVICE ASSOCIATE

Melissa Jacobs

CLIENT SERVICE ASSOCIATE

Cory Moscoso

WEALTH MANAGEMENT ASSOCIATE

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