Boutique Retirement & Wealth Planning for High Net Worth Families
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
Scott Wilson | Senior Financial Advisor
Austin Garron | Senior Financial Advisor
Scott Wilson | Senior Financial Advisor
John Gacesa | Senior Financial Advisor
Austin Garron | Senior Financial Advisor
Scott Wilson | Senior Financial Advisor
Firm Administration
Melanie Lewis | Director of Operations
Leslie Ball | Human Resource Coordinator
Marlene Ford | Client Operations Associate
Steven Vanman | IT Support Specialist
Trent McIntyre | Data Analyst
Alex Jeffries | Marketing Operations
Nicole Villasenor | Client Service Specialist
Jessica Oliver | Client Service Specialist
Jamie McKibben | Client Service Specialist
Abbey Sanford | Account Executive
Tara Ryan | Front Office Operations Coordinator