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
JACOB PHILLIPS
PARAPLANNER
KIRSTEE CAMERON
OFFICE ADMINISTRATOR
KIM AYALA
CLIENT SERVICE MANAGER
MICHAEL R. GORRELL, CFP®
RETIRED COFOUNDER