Our advisors

Brandon Wayne

CRPC

Private Wealth Advisor

Learn more about Brandon Wayne Visit Brandon Wayne's website

Christina Wetmore

APMA

Financial Advisor

Learn more about Christina Wetmore Visit Christina Wetmore's website

Jacob Norrid

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Jacob Norrid Visit Jacob Norrid's website


Our team

Pam Leyden

Pam Leyden

Paraplanner

Qualifications

  • Series 7 and 63 licensed

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Enter trades on daily basis including processing redemptions and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Blaine (Zander) Johnson

Blaine (Zander) Johnson

Financial Planning Assistant

Roles & Responsibilities

  • Contacts clients to collect information for their financial plans.
  • Creates a financial plan based on client goals.
  • Works with the financial advisors in office as well as our financial planning clients to create a comprehensive financial plan
  • Enjoys creating plans tailored to each specific client and helping clients get on the right track to achieve their goals.
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Shannon Weisbrod

Shannon Weisbrod

Office Manager,

Client Service Specialist

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Processes money movement requests and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Sherry McCartney

Sherry McCartney

Client Service Specialist

Roles & Responsibilities

  • Scheduling Client Meetings
  • Plan Client Appreciation Events
  • Marketing
  • Client Concierge
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Nicholas Anderson

Nicholas Anderson

Financial Planning Assistant

Roles & Responsibilities

  • Contacts clients to collect information for their financial plans.
  • Creates a financial plan based on client goals.
  • Works with the financial advisors in office as well as our financial planning clients to create a comprehensive financial plan.
  • Enjoys creating plans tailored to each specific client and helping clients get on the right track to achieve their goals.
View more