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David Wilder, CFP®, CTFA, MST, AIF®, CEPA – Principal & Chief Investment Officer
Rob Lemmons, CFP®, CPA, AIF®, CEPA – Principal & Director of Financial Planning
Rob Siegmann, MBA, Principal & Chief Operating Officer
Jon Andre, CFP® – Investment Portfolio Manager, Wealth Advisor
Joel Musser, CFP®- Wealth Advisor
Chris Allen, CFP® – Wealth Advisor
Melina “Mel” Young, Associate Wealth Advisor
Holden Varvel, Associate Wealth Advisor
Marc Wambaugh, CFP® – Wealth Advisor
Jared Hatfield, Portfolio Operations Associate
Kristin Wiechert, Client Service & College Administrator
Micah Peterson, Associate Wealth Advisor
Kelly Loudon, Client Experience and Project Manager
Natalie Pham, Client Service Administrator