Our advisors

Christopher Dotson

CRPC

Client Relationship Manager

Retirement Specialist
Learn more about Christopher Dotson

Carter Chris Stellmacher

Client Support Associate

Learn more about Carter Chris Stellmacher

Greg Ferguson

Client Relationship Manager

Learn more about Greg Ferguson Visit Greg Ferguson's website

John Cole

Client Support Associate

Experienced Client Support Associate
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John Klapperich

BFA

Client Support Associate

Lead Client Support Associate
Learn more about John Klapperich Visit John Klapperich's website

Katala Anderson

BFA

Client Relationship Manager

Family Finances Specialist
Learn more about Katala Anderson

Layne Quam

Client Relationship Manager

Learn more about Layne Quam

Leandro Gavino

Client Support Associate

Learn more about Leandro Gavino

Luke Reifenberger

Client Support Associate

Experienced Client Support Associate
Learn more about Luke Reifenberger

Nic Starosta

CRPC

Client Relationship Manager

Learn more about Nic Starosta

Sam Bazil

Client Support Associate

Learn more about Sam Bazil

Zsolt Papp

BFA, CRPC

Manager AAC

Learn more about Zsolt Papp Visit Zsolt Papp's website


Our team

Shreya Rai

Shreya Rai

Client Service Coordinator

Nikash Khurana

Nikash Khurana

Client Service Coordinator