Kristi Bookman
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Michael Chang, CFP ®
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Jeff Edgbert, CFP ®
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Nemanja Grujicic, CFA, CAIA
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Josh Harrison, CFP®
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Kaylee Harteloo
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Jacob Irwin
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Ben Johnson, CPWA ®, CFP ®
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Randy Lundy, CPA
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Mike Milojevich, CFP ®
Lead Advisor & VP of Client Service
Kyle Thomas, CFP®
Lead Advisor & VP of People
Ben Wicks, CFP ®
Lead Advisor & VP of Sales & Marketing
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