Our advisors

Carl Anderson

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Carl Anderson

Nayan Ranchhod

CFP®, CRPC, AAMS, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nayan Ranchhod

Bryce Cook

CRPC, APMA

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
View more
Kartikay Agarwal

Kartikay Agarwal

Client Service Associate

Kate Christensen

Kate Christensen

Client Service Associate

Lauren Wincott

Lauren Wincott

Registered Operations Leader

Jasmeet Kaur Dhanjal

Jasmeet Kaur Dhanjal

Client Service Associate,

Financial Planning Analyst