meet our Team

trust | transparency | results

JEFFREY G. RHAME, CFP®

MANAGING DIRECTOR

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

KIM AYALA

CLIENT SERVICE MANAGER

MICHAEL R. GORRELL, CFP®

RETIRED CO-FOUNDER

CLAY HOSTETTER, CPA

TAX PLANNING MANAGER

Interested in joining our team?