meet our Team
trust | transparency | results
JEFFREY G. RHAME, CFP®
MANAGING DIRECTOR & SENIOR WEALTH MANAGER
KYLE MCCLAIN, CFP® CIMA®
WEALTH MANAGER
ROLAND THORNTON, AIF®
CHIEF COMPLIANCE OFFICER
DAVID HUNTER, M. EC
CHIEF INVESTMENT OFFICER
KYLE NICKERSON, CFP®
WEALTH MANAGER
BRECKLYNN WILLIAMS
CLIENT RELATIONSHIP MANAGER
JAMES LEEVER
ASSOCIATE WEALTH MANAGER
TYLER MILLER, M.S.A.
ASSOCIATE WEALTH MANAGER
STEPHANIE NESSLEIN
MARKETING & COMMUNICATIONS MANAGER
MICHAEL R. GORRELL, CFP®
RETIRED CO-FOUNDER
JEFFREY G. RHAME, CFP®
MANAGING DIRECTOR & SENIOR WEALTH MANAGER
KYLE MCCLAIN, CFP® CIMA®
WEALTH MANAGER
ROLAND THORNTON, AIF®
CHIEF COMPLIANCE OFFICER
DAVID HUNTER, M. EC
CHIEF INVESTMENT OFFICER
KYLE NICKERSON, CFP®
WEALTH MANAGER
BRECKLYNN WILLIAMS, CFP®
CLIENT RELATIONSHIP MANAGER
JAMES LEEVER
ASSOCIATE WEALTH MANAGER
TYLER MILLER, M.S.A.
ASSOCIATE WEALTH MANAGER
STEPHANIE NESSLEIN
MARKETING & COMMUNICATIONS MANAGER
MICHAEL R. GORRELL, CFP®
RETIRED CO-FOUNDER