Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Let’s talk

Search results for:

Location: Portland Location: Portland – South Location: Scottsdale

Clear All Filters

Jessica Caruso - Executive Managing Director

Jessica Caruso, CFP®

Executive Managing Partner, West Division

Portland, Portland – South, Roseville, Walnut Creek

Josh DeForest, CFA, CFP®

Executive Managing Partner, Head of Client Delivery

Covington, Dallas – Park Cities, Fort Worth – Colleyville, Granbury, Houston, Ponca City, Rockwall, Scottsdale, Starkville, Bartlesville

Kevin Jack, CFP®

Executive Managing Partner, Client Services and Planning

Albuquerque, Indian Wells, Newport Beach, Scottsdale

David Kerber, CFP^®, CRPC^®, MPAS^®, ABFP℠

Managing Partner

Scottsdale, Albuquerque, Tucson

Karrie Spencer, CFP^®

Managing Partner

Bellevue, Portland, Portland – South

Alexa Willis, CFP®

Wealth Advisor

Bellevue, Sun Valley, Portland

Courtney Mersereau, CFP®

Wealth Advisor

Portland

David Rich, CFP®

Sr. Wealth Advisor

Albuquerque, Scottsdale, Tucson

David Stuehling, FP®, ChFC®, RICP®

Wealth Advisor

Bend – Downtown, Portland, Portland – South

Hussein Elgohary, CFP®, CEPA

Wealth Advisor

Scottsdale

James Roundy, CFP®, CEPA

Wealth Advisor

Portland – South

Jaron D. Carmichael, CFP®, AIF®, CPA, PFS, CPFA®

Partner, Retirement Plan Group

Scottsdale

Jennifer Currin Gutridge, CFP®

Sr. Wealth Advisor

Portland – South

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

Kyle Dodrill, CFP®, APMA™

Wealth Advisor

Portland, Portland – South

Michael Squier, CFP®, ChFC®, MBA

Sr. Wealth Advisor

Portland, Portland – South, Scottsdale

Reece Betcher, CFP®

Wealth Advisor

Portland

Sarah Elise Berry, CFP®

Sr. Wealth Advisor

Portland – South

Stephen Crabb, CFP®

Wealth Advisor

Portland, Portland – South

Trace Winn, CFP®

Wealth Advisor

Scottsdale

Ready to get started?

Let’s Talk

Explore More

Market Commentary

Why Not Invest More in International Stocks: Insights From Our CIO

February 10, 2026

Tax Planning

Understanding Qualified Small Business Stock (QSBS)

February 10, 2026

Tax Planning

New 2026 Federal Tax Brackets: What This Means for Your Taxes

February 9, 2026

Continue Browsing

Meet our Advisory Team

Search results for:

Ready to get started?

Explore More

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7