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Team photo

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Our advisors

Nayan Ranchhod

CFP®, CRPC, AAMS, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nayan Ranchhod

Bryce Cook

CRPC, APMA®, AAMS

Associate Advisor

Learn more about Bryce Cook

Stephen Bouton

Financial Advisor

Vice President
Learn more about Stephen Bouton


Our team

Kristel Ashcraft, CRPC®

Kristel Ashcraft, CRPC®

Lead Registered Client Service Associate,

Practice Manager

Qualifications

  • CRPC
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Kartikay Agarwal

Kartikay Agarwal

Client Service Associate

Kate Christensen

Kate Christensen

Client Service Associate

Jasmeet Kaur Dhanjal

Jasmeet Kaur Dhanjal

Client Service Associate,

Financial Planning Analyst