Our advisors

Daniel J Ruediger

CFP®, CRPC, AAMS, APMA

Private Wealth Advisor

Chief Executive Officer of AIM Wealth Advisory Group
Learn more about Daniel J Ruediger Visit Daniel J Ruediger's website

Casey Norton

CFP®, APMA

Financial Advisor

Managing Partner of AIM Wealth Advisory Group
Learn more about Casey Norton Visit Casey Norton's website

Ryan Price

CFP®, ChFC®, CLU®, AWMA℠, CRPC, APMA

Financial Advisor

Managing Partner of AIM Wealth Advisory Group
Learn more about Ryan Price Visit Ryan Price's website

Matthew Zuniga

CRPC, APMA

Private Wealth Advisor

Learn more about Matthew Zuniga Visit Matthew Zuniga's website

Simon Rupard

CFP®, CRPC, APMA

Private Wealth Advisor

Learn more about Simon Rupard Visit Simon Rupard's website

Matt Molnar

CFA®

Financial Advisor

Investment Manager
Learn more about Matt Molnar Visit Matt Molnar's website

Kyle Townsend

APMA, CRPC

Associate Financial Advisor

Learn more about Kyle Townsend Visit Kyle Townsend's website


Our team

Joseph Kapp

Joseph Kapp

Financial Planning Analyst

Qualifications

  • CFP

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Wesley Upton

Wesley Upton

Financial Planning Analyst

Qualifications

  • CFP

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Rolf Veenstra

Rolf Veenstra

Financial Planning Analyst

Qualifications

  • CFP®

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Mason Arnold

Mason Arnold

Financial Planning Analyst

Qualifications

  • CFP

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Anjian Zhu

Anjian Zhu

Financial Planning Analyst

Qualifications

  • CFP

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Luke Schwarz

Luke Schwarz

Financial Planning Analyst

David Pierce

David Pierce

Financial Planning Analyst

Rachel Bird

Rachel Bird

Client Relationship Manager

Trina Whetsell

Trina Whetsell

Operations Specialist