Our advisors

Kevin John Marumoto

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Kevin John Marumoto Visit Kevin John Marumoto's website

Joshua Goeppner

CLU®, ChFC®

Financial Advisor

Chartered Financial Consultant®
Learn more about Joshua Goeppner Visit Joshua Goeppner's website

Hap Cole

CFP®

Associate Financial Advisor

Financial Planning Specialist
Learn more about Hap Cole Visit Hap Cole's website

Ken Hickman

CRPC

Associate Financial Advisor

Client Service Manager
Learn more about Ken Hickman Visit Ken Hickman's website


Our team

Renee Shafer

Renee Shafer

Operations Manager,

Client Service Coordinator

Hannah Thiede

Administrative Assistant

Desirae Gastelum

Receptionist,

Administrative Assistant