meet our Team
trust | transparency | results
JEFFREY G. RHAME, CFP®
MANAGING DIRECTOR
KYLE MCCLAIN, CFP®, CIMA®
WEALTH MANAGER
KYLE NICKERSON, CFP®, CIMA®
WEALTH MANAGER
DAVID HUNTER
CHIEF INVESTMENT OFFICER
ROLAND THORNTON, AIF®
CHIEF COMPLIANCE OFFICER
BRECKLYNN WILLIAMS, CFP®
FINANCIAL & TAX PLANNING MANAGER
TYLER MILLER, CPA
FINANCIAL & TAX PLANNING MANAGER
STEPHANIE NESSLEIN
CLIENT EXPERIENCE MANAGER
JACOB PHILLIPS
PARAPLANNER
TERAN WOOD
OPERATIONS MANAGER
KIRSTEE CAMERON
OFFICE ADMINISTRATOR
PAula cordoba
MARKETING MANAGER
KIM AYALA
CLIENT SERVICE MANAGER
MICHAEL R. GORRELL, CFP®
RETIRED CO-FOUNDER
CLAY HOSTETTER, CPA
TAX PLANNING MANAGER