meet our Team

trust | transparency | results

JEFFREY G. RHAME, CFP®

MANAGING DIRECTOR

KYLE NICKERSON, CFP®

WEALTH MANAGER

DAVID HUNTER

CHIEF INVESTMENT OFFICER

ROLAND THORNTON, AIF®

CHIEF COMPLIANCE OFFICER

BRECKLYNN WILLIAMS, CFP®

CLIENT RELATIONSHIP MANAGER

PAOLA MARINO

MARKETING MANAGER

TYLER MILLER, CPA

FINANCIAL & TAX PLANNING MANAGER

TERAN WOOD

OPERATIONS MANAGER

STEPHANIE NESSLEIN

CLIENT EXPERIENCE MANAGER

KIRSTEE CAMERON

OFFICE ADMINISTRATOR

MICHAEL R. GORRELL, CFP®

RETIRED CO-FOUNDER

Interested in joining our team?