Abby Barnett Steininger
Associate Wealth Advisor
Brooke Jackson
Wealth Advisor
Carolyn Galfione
Senior Wealth Advisor
Cheryl Smith
Senior Client Service Associate
Chris Russell
Wealth Advisor
Cole Wheeler
Wealth Advisor
Corbin Grillo
Director of Investment Strategy
Daniel Thornton
Chief Operations Officer
Dee Simper
Senior Client Service Associate
Edward Fullerton
Senior Wealth Advisor
Heidi Davis
Senior Wealth Advisor
Irving Reyna
Associate Wealth Advisor
Jenifer Miller
Senior Client Service Associate
Jessica Banitt
Wealth Advisor
Julia Benson
Senior Client Service Associate
Lauren Rich
Senior Wealth Advisor
Luke Wuthrich
Senior Wealth Associate
Lyda Iturralde
Chief Compliance Officer
MaryJane LeCroy
Senior Wealth Advisor
Matt Britton
Wealth Advisor
Melissa Barkley
Wealth Advisor
Michelle O’Leary
Senior Client Service Associate
Michelle Ramirez
Client Service Associate
Neal Wadley
Wealth Advisor
Nick Ibanez
Wealth Advisor
Phillip Hamman
President & CEO
Ryan Patterson
Chief Investment Officer
Sheri Robinson
Senior Wealth Advisor
Sheryl Parker
Senior Client Service Associate
Susan Montgomery
Senior Client Service Associate
Tamara Wagner
Senior Client Service Associate
Troy Taylor
Senior Wealth Advisor
Walter Christopherson
Chairman
William “Bill” Kring
Senior Wealth Advisor