Associates

 
  • Justin Ryan

    Certified Financial Planner™, AIF®, CRPS®

  • Jared Sutton

    CFA, Certified Financial Planner™

  • Bill Jump

    Certified Financial Planner™, ChFC®, EA

  • Jim Wessels

    Certified Public Accountant (CPA), CFA, PFS

  • Phyllis Vance

    CFA

  • Eric Lewis

    CFA

  • Sean Phillips

    CFA

  • Eric Johnson

    JD, CPA, CLU®, ChFC®

  • Matt Boehnke

    Investment Advisor Representative

  • Andrew Jensen

    Insurance Consultant

  • Mark Kelly

    Asset Management Relationship Manager