Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

John Kurgan

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about John Kurgan Visit John Kurgan's website

Branden Kurgan

APMA

Financial Advisor

Learn more about Branden Kurgan Visit Branden Kurgan's website

Edward Painvin

MBA, CFA®, CRPC

Financial Advisor

Learn more about Edward Painvin Visit Edward Painvin's website

Jacob Kurgan

APMA

Financial Advisor

Learn more about Jacob Kurgan Visit Jacob Kurgan's website

Jennifer Lucus

CDFA®, CEPA®

Financial Advisor

Learn more about Jennifer Lucus Visit Jennifer Lucus's website

Nicholas Hull

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nicholas Hull Visit Nicholas Hull's website

Rick Moller

MBA, CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Rick Moller Visit Rick Moller's website


Our team

Valerie Henderson

Valerie Henderson

Client Service Manager

Heather Clawson

Heather Clawson

Office Manager

Alesia Kurgan

Alesia Kurgan

Office Manager

Lynn Banaszak

Lynn Banaszak

Paraplanner

Vanessa Smith

Vanessa Smith

Client Service Specialist

Tracey Voorhis

Tracey Voorhis

Administrative Assistant

Lynsay Turner

Lynsay Turner

Administrative Assistant

Gerri Owen

Gerri Owen

Office Manager