Jessica Caruso, CFP®
Executive Managing Partner, West Division
Karrie Spencer, CFP®
Managing Partner
David Stuehling, FP®, ChFC®, RICP®
Wealth Advisor
James Roundy, CFP®, CEPA
Wealth Advisor
Jennifer Currin Gutridge, CFP®
Sr. Wealth Advisor
Kyle Dodrill, CFP®, APMA™
Wealth Advisor
Michael Squier, CFP®, ChFC®, MBA
Sr. Wealth Advisor
Sarah Elise Berry, CFP®
Sr. Wealth Advisor
Stephen Crabb, CFP®
Wealth Advisor
Duncan Wilk, CFP®
Regional Vice President
Travis Poulos, CFP®
Regional Vice President
Nikki Ivins
Sr. Client Development Associate
Alexandra Mendoza
Financial Planner
Lindsay Stuart, CFP®
Sr. Financial Planner
Theresa Bedard
Manager, Portfolio Consultant
Brittani Woodruff
Sr. Client Service Specialist
Carolyn Ann Muller
Client Service Specialist
Erin Larsen
Client Service Specialist
Erin Wheatcraft, FPQP™
Client Service Manager, Wealth Path Group
Korina Kaio-Maddox
Manager, Client Service
