Our advisors

Nayan Ranchhod

CFP®, CRPC, AAMS, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nayan Ranchhod

Bryce Cook

CRPC

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