John Amoth

John Amoth

Associate

Michael Chang, CFP®

Michael Chang, CFP®

Senior Analyst

Diedre Newcomb

Diedre Newcomb

Office Administrator

John Christianson, CFA

John Christianson, CFA

CEO | Principal

Amanda Eilers, CFP®

Amanda Eilers, CFP®

Associate Advisor

Michael Greene, CFP®, MBA

Michael Greene, CFP®, MBA

COO | Principal

Nemanja Grujicic, CFA, CAIA

Nemanja Grujicic, CFA, CAIA

Investment Manager

Kaylee Harteloo

Kaylee Harteloo

Associate

Joshua Hartman

Joshua Hartman

Associate

Jacob Irwin

Jacob Irwin

Associate

Mike Milojevich, CFP®

Mike Milojevich, CFP®

VP of Client Service | Principal

Natasha Nielsen

Natasha Nielsen

Senior Analyst

Nikky Nguyen

Nikky Nguyen

Associate

Emily Ridley

Emily Ridley

Analyst

Auddie Sweet

Auddie Sweet

Associate

Diana Tasker

Diana Tasker

Senior Analyst

Mohammad Teezab

Mohammad Teezab

Associate

Kyle Thomas, CFP®

Kyle Thomas, CFP®

VP of People | Principal

Ben Wicks, CFP®

Ben Wicks, CFP®

VP of Growth | Principal

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