meet our Team

trust | transparency | results

JEFFREY G. RHAME, CFP®

CO-FOUNDER & SENIOR WEALTH MANAGER

KYLE MCCLAIN, CFP®, CIMA®

SENIOR WEALTH MANAGER AND PARTNER

DAVID HUNTER

CHIEF INVESTMENT OFFICER

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

KIM AYALA

CLIENT SERVICE MANAGER

MICHAEL R. GORRELL, CFP®

RETIRED COFOUNDER

Interested in joining our team?