meet our Team

trust | transparency | results

JEFFREY G. RHAME, CFP®

CO-FOUNDER & SENIOR WEALTH MANAGER

KYLE MCCLAIN, CFP®, CIMA®

SENIOR WEALTH MANAGER AND PARTNER

DAVID HUNTER

CHIEF INVESTMENT OFFICER

MICHAEL RIVERS, CFA®

PORTFOLIO ANALYST

ROLAND THORNTON, AIF®

CHIEF COMPLIANCE OFFICER

BRECKLYNN WILLIAMS, CFP®

FINANCIAL & TAX PLANNING MANAGER

TYLER MILLER, CPA, CFP®

FINANCIAL & TAX PLANNING MANAGER

CLAY HOSTETTER, CPA

TAX PLANNING MANAGER

Melody Bailiff

MARKETING DIRECTOR

KIRSTEE CAMERON

OFFICE ADMINISTRATOR

KIM AYALA

KIM AYALA

CLIENT SERVICE MANAGER

THOMAS WARD

CLIENT SERVICES ASSOCIATE

MICHAEL R. GORRELL, CFP®

RETIRED COFOUNDER

Interested in joining our team?