Our advisors

Kent Thompson

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kent Thompson Visit Kent Thompson's website

Megan Thompson

CFP®, APMA, CPWA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Megan Thompson Visit Megan Thompson's website

Michelle Simmons

APMA

Financial Advisor

Learn more about Michelle Simmons Visit Michelle Simmons's website

Joshua Thompson

APMA

Financial Advisor

Learn more about Joshua Thompson Visit Joshua Thompson's website


Our team

Juliana M. M. Thompson

Juliana M. M. Thompson

Office Manager

Qualifications

  • B.A., Environmental Biology, University of Montana
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Deborah Holmes

Deborah Holmes

Client Service Coordinator

Qualifications

  • AA Business Administration

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Haleigh Teubert

Haleigh Teubert

Client Service Specialist

Qualifications

  • B.S., Communications, Arizona State University

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Steven Varghese

Steven Varghese

Client Service Specialist

Qualifications

  • B.S., Business Economics with Minors in Finance and Entrepreneurship & Innovation, University of California, San Diego

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Sonia Jose

Sonia Jose

Client Service Specialist