Our advisors

Stephen Zaiss

CFP®

Financial Advisor

Managing Director
Learn more about Stephen Zaiss Visit Stephen Zaiss's website

Chad Dyson

APMA

Financial Advisor

Managing Director
Learn more about Chad Dyson Visit Chad Dyson's website

Tena L Kautz

ChFC®, CASL®

Private Wealth Advisor

Managing Director
Learn more about Tena L Kautz Visit Tena L Kautz's website

Rhonda Wagner

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Rhonda Wagner Visit Rhonda Wagner's website

Sydney McCall

APMA

Financial Advisor

Learn more about Sydney McCall Visit Sydney McCall's website


Our team

Pam Campbell

Pam Campbell

Lead Client Service Associate

Anton Liashko

Anton Liashko

Registered Client Service Associate

Pam Montoya

Pam Montoya

Client Service Associate

Bridget Lozano

Bridget Lozano

Registered Client Service Associate