Jonathan Amoth
Associate
Kristi Bookman
Office Administrator
Michael Chang, CFP®
Senior Analyst
Diedre Newcomb
Office Administrator
John Christianson, CFA
CEO | Principal
Jeff Edgbert, CFP®
Advisor
Amanda Eilers, CFP®
Associate Advisor
Crystal Gilmour
Principal
M. Ray Gilmour, CPA, CFP®
Principal
Michael Greene, CFP®, MBA
COO | Principal
Nemanja Grujicic, CFA, CAIA
Investment Manager
Josh Harrison, CFP®
Associate
Kaylee Harteloo
Associate
Joshua Hartman
Associate
Samantha Hooper
Associate
Jacob Irwin
Associate
Ben Johnson, CPWA®, CFP®
Principal
Colleen Kroeger, CFA
Principal
Mike Milojevich, CFP®
VP of Client Service | Principal
Natasha Nielsen
Senior Analyst
Nikky Nguyen
Associate
Emily Ridley
Analyst
Trevor S. Seamons, MBA, CFP®
Advisor
Kelly E. Sweet, CPA, CFP®
Advisor
Auddie Sweet
Associate
Diana Tasker
Senior Analyst
Mohammad Teezab
Associate
Kyle Thomas, CFP®
VP of People | Principal
Ben Wicks, CFP®
VP of Growth | Principal
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