TEAM

You’ll have a relationship with a primary advisor, but every team member is committed to our mutual success

Managing the complexities of running a retirement plan can feel like you are on an island without anyone to help make decisions. We are a named fiduciary on every plan we service as an ERISA 3(21)A or ERISA 3(38) fiduciary. We are here to assist wit…

Maddy Carlson

CFP®

Fred BastienMauris id fermentum nulla. Vivamus sit amet semper lacus, in mollis libero. Mauris egestas at nibh nec finibus. Vivamus sit amet semper lacus, in mollis libero. Integer tempus, elit in laoreet posuere, lectus neque blandit dui, et placer…

Brandon Fentress

Mike-Hensley.jpg

Mike Hensley

CFP®, AIFA®, CRPS®

Christian-Keedy.jpg

Christian Keedy

CFP®

Dora-Kotrodimos.jpg

Dora Kotrodimos

Rand-Millwood.jpg

Rand Millwood

CFP® CIMA®, AIF®

Todd-Misenheimer.jpg

Todd Misenheimer

CFP®, CIMA®

Greg-Rhinehardt.jpg

Greg Rhinehardt

AIF®, CRPS®, CkP®, CPFA

Russell-Smith.jpg

Russell Smith

CFP®, AIF®, CEBS, CRPS®, CPFA

 
Robyn-Willson4.jpg
 

Robyn Willson