Professional Advisory Team
John Congdon | Senior Wealth Advisor
Sean Collicott | Senior Financial Advisor
Sean Collicott | Senior Financial Advisor
Sean Collicott | Senior Financial Advisor
Sean Collicott | Senior Financial Advisor
Sean Collicott | Senior Financial Advisor
Austin Garron | Senior Financial Advisor
Sean Collicott | Senior Financial Advisor
Crystal Roseman | Senior Financial Advisor
Crystal Roseman | Senior Financial Advisor
Crystal Roseman | Senior Financial Advisor
Crystal Roseman | Senior Financial Advisor
Hayden Vanover | Senior Financial Advisor
Crystal Roseman | Senior Financial Advisor
Hayden Vanover | Senior Financial Advisor
Marlene Ford | Advisor Associate
Crystal Roseman | Senior Financial Advisor
Hayden Vanover | Senior Financial Advisor
Meet The Team
Melanie Lewis | Director of Operations
Leslie Ball | Human Resources
Steven Vanman | IT
Trent McIntyre | Data Analysis
Trent McIntyre | Data Analysis
Cristina Lawlor | Social Media Manager
Trent McIntyre | Data Analysis
Nikki Kleis | Marketing Associate
Cristina Lawlor | Social Media Manager
Cristina Lawlor | Social Media Manager
Cristina Lawlor | Social Media Manager
Cristina Lawlor | Social Media Manager
Cristina Lawlor | Social Media Manager
Alex Jeffries | Event Coordinator
Nicole Villasenor | Client Relation Specialist
Nicole Villasenor | Client Relation Specialist
Nicole Villasenor | Client Relation Specialist
Nicole Villasenor | Client Relation Specialist
Nicole Villasenor | Client Relation Specialist
Jamie McKibben | Client Relation Specialist
Nicole Villasenor | Client Relation Specialist
Jessica Oliver | Client Relation Specialist
Abbey Sanford | Front Office Operations Coordinator
Abbey Sanford | Front Office Operations Coordinator