Our advisors

Todd Larson

CFP®, BFA, CKA®, ChFC®, CRPC, APMA, CLTC®, CFS®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Todd Larson Visit Todd Larson's website

Matthew Reynolds

CFP®, BFA, CKA®, APMA, ChFC®

Financial Advisor

Certified Kingdom Advisor
Learn more about Matthew Reynolds Visit Matthew Reynolds's website

Michael J Perez

CFP®, CAP®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Michael J Perez Visit Michael J Perez's website

Thomas Dranger

APMA

Financial Advisor

Business Financial Advisor
Learn more about Thomas Dranger Visit Thomas Dranger's website

Daniel Lamb

CFP®, CKA®, APMA

Financial Advisor

Certified Kingdom Advisor
Learn more about Daniel Lamb Visit Daniel Lamb's website

Candi Glazebrook

CFP®, BFA, APMA

Financial Advisor

Learn more about Candi Glazebrook Visit Candi Glazebrook's website

Zachary Jennings

CFP®, CKA®, APMA, CRPC

Financial Advisor

Certified Kingdom Advisor
Learn more about Zachary Jennings Visit Zachary Jennings's website

Trevor Downing

CFP®, APMA, CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Trevor Downing Visit Trevor Downing's website

Tyler Ford

APMA, CMFA®

Associate Financial Advisor

Certified Military Financial Advisor®
Learn more about Tyler Ford Visit Tyler Ford's website

Bill J Nagy

MBA, REBC®, APMA

Associate Financial Advisor

Learn more about Bill J Nagy Visit Bill J Nagy's website

Alan Furmankiewicz

Associate Financial Advisor

Learn more about Alan Furmankiewicz Visit Alan Furmankiewicz's website


Our team

Gracie Dusseau

Gracie Dusseau

Operations Manager

Steven Ferrigno

Steven Ferrigno

Client Service Specialist

Anna Focht

Anna Focht

Financial Planning Assistant

Debbie Foster

Debbie Foster

Office Manager

Kim Hartigan

Kim Hartigan

Financial Planning Analyst

Melissa Hartman

Melissa Hartman

Client Service Specialist

Lavina Ilgen

Lavina Ilgen

Financial Planning Analyst

Craig Kouris

Craig Kouris

Financial Planning Specialist

Rose Pomeroy

Rose Pomeroy

Client Service Coordinator

Julie Reynolds

Julie Reynolds

Paraplanner

Rebecca Reynolds

Rebecca Reynolds

Financial Planning Specialist

Braden Shinn

Braden Shinn

Paraplanner

Gabriel Stein

Gabriel Stein

Financial Planning Specialist

Brittany Wagner

Brittany Wagner

Paraplanner

Makayla Woodbury

Makayla Woodbury

Financial Planning Specialist

Vickie Coyle

Vickie Coyle

Office Manager