Our advisors

Jason Medin

CFP®, ChFC®, CLU®, CRPC, APMA, CKA®, CAP®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Jason Medin Visit Jason Medin's website

James Braaten

Financial Advisor

Business Financial Advisor
Learn more about James Braaten Visit James Braaten's website

Clinton J Faust

CFP®

Financial Advisor

Learn more about Clinton J Faust Visit Clinton J Faust's website

Daniel T Farniok

CFP®, CRPC

Financial Advisor

Franchise Owner
Learn more about Daniel T Farniok Visit Daniel T Farniok's website


Our team

Zach Medin

Zach Medin

Financial Planning Assistant

Jeff Wilson

Jeff Wilson

Client Relationship Manager