meet our Team
trust | transparency | results
JEFFREY G. RHAME, CFP®
CO-FOUNDER & SENIOR WEALTH MANAGER
KYLE MCCLAIN, CFP®, CIMA®
SENIOR WEALTH MANAGER AND PARTNER
KYLE NICKERSON, CFP®, CIMA®
WEALTH MANAGER
DAVID HUNTER
CHIEF INVESTMENT OFFICER
THOMAS BALIS, CFA®, APMA®, CMFC®
PORTFOLIO ANALYST
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
CLIENT SERVICE MANAGER
THOMAS WARD
CLIENT SERVICES ASSOCIATE
MICHAEL R. GORRELL, CFP®
RETIRED COFOUNDER