FINANCIAL ADVISORS
John Congdon | Senior Wealth Advisor
Crystal Roseman | Senior Financial Advisor
Crystal Roseman | Senior Financial Advisor
Crystal Roseman | Senior Financial Advisor
Crystal Roseman | Senior Financial Advisor
Crystal Roseman | Senior Financial Advisor
Luke Schlenker | Senior Financial Advisor
Crystal Roseman | Senior Financial Advisor
Luke Schlenker | Senior Financial Advisor
Austin Garron | Senior Financial Advisor
Austin Garron | Senior Financial Advisor
Luke Schlenker | Senior Financial Advisor
Jarrod Brock | Senior Financial Advisor
Austin Garron | Senior Financial Advisor
Jarrod Brock | Senior Financial Advisor
Announce coming events
Austin Garron | Senior Financial Advisor
Jarrod Brock | Senior Financial Advisor
Meet The Team
Melanie Lewis | Director of Operations
Leslie Ball | Human Resource Coordinator
Leslie Ball | Human Resource Coordinator
Leslie Ball | Human Resource Coordinator
Leslie Ball | Human Resource Coordinator
Leslie Ball | Human Resource Coordinator
Steven Vanman | IT Support Specialist
Leslie Ball | Human Resource Coordinator
Steven Vanman | IT Support Specialist
Trent McIntyre | Data Analyst
Cristina Lawlor | Social Media Manager
Steven Vanman | IT Support Specialist
Cristina Lawlor | Social Media Manager
Cristina Lawlor | Social Media Manager
Cristina Lawlor | Social Media Manager
Alex Jeffries | Marketing Operations
Cristina Lawlor | Social Media Manager
Cristina Lawlor | Social Media Manager
Michelle Schmidt | Digital Marketing Specialist
Michelle Schmidt | Digital Marketing Specialist
Michelle Schmidt | Digital Marketing Specialist
Nicole Villasenor | Client Service Specialist
Michelle Schmidt | Digital Marketing Specialist
Michelle Schmidt | Digital Marketing Specialist
Jamie McKibben | Client Service Specialist
Michelle Schmidt | Digital Marketing Specialist
Jamie McKibben | Client Service Specialist
Marlene Ford | Client Operations Associate
Tara Ryan | Front Office Operations Coordinator
Jamie McKibben | Client Service Specialist
Jessica Oliver | Client Service Specialist
Tara Ryan | Front Office Operations Coordinator
Tara Ryan | Front Office Operations Coordinator
Tara Ryan | Front Office Operations Coordinator
Tara Ryan | Front Office Operations Coordinator
Tara Ryan | Front Office Operations Coordinator
Abbey Sanford | Account Executive
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