Josh DeForest, CFA, CFP®
Executive Managing Director
Laura Combs, CFP®, MBA
Executive Managing Director
Carl Larimore, MS, MBA, AEP, CFP®
Sr. Wealth Advisor, Director
David P. Reynolds, CFP®, ChFC®, AAMS®
Sr. Director, Market Leader
Dustin C. Stiefel
Sr. Wealth Advisor
Susan Travis, CFP®, AEP®, CTFA
Managing Director
Anna Apodaca, CFP®
Wealth Advisor, Director
Chandler Ferguson, CFP®, CIMA®
Sr. Wealth Advisor
Chris Young, CFP®, CPWA®, AEP®
Sr. Wealth Advisor
Christopher Currin, CFP®, ChSNC®
Sr. Wealth Strategist
Clay Evans, CFP®, CAP®
Wealth Advisor
Connor Thomas, CFP®, CSRIC™, CAP®
Wealth Advisor
Jackie Schlup Daniels, CFP®, CDFA®, AEP®
Wealth Advisor
Jake Wedemeyer, CFP®
Wealth Advisor
Jared Harrington, CFP®
Wealth Advisor
José Castañeda, CFP®
Wealth Advisor
Joseph D. McIntosh, CPA
Sr. Wealth Advisor
Kalita Blessing, CFP®, CAP®, AEP®, CSRIC™
Sr. Wealth Advisor
Nicole Mosley, CFP®, CDFA®, CSLA
Wealth Advisor
Rob Cox, CFP®, CIMA®
Sr. Wealth Advisor, Director
