meet our Team

trust | transparency | results

JEFFREY G. RHAME, CFP®

MANAGING DIRECTOR & SENIOR 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

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