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.

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Jonathan Castle Image

Jonathan N. Castle, MSFS, CFP®

Sr. Wealth Advisor

Jordan-Dean

Jordan Dean, CTFA

Wealth Advisor

José Castañeda

José Castañeda, CFP®

Wealth Advisor

Joseph D. McIntosh - Sr. Wealth Advisor

Joseph D. McIntosh, CPA

Sr. Wealth Advisor

Fort Worth – Colleyville

Joshua Fremit, CFP®

Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Julia Messineo

Julia Messineo, CFP®

Wealth Advisor

Julie-Albright

Julie Albright

Wealth Advisor

Julie Brown, CRPC®, FPQP®

Wealth Advisor

J Shane

Justin Shane, CFP^®

Wealth Advisor

Kalita Blessing, CFP®, CAP®, AEP®, CSRIC™

Sr. Wealth Advisor

Dallas – Park Cities

Katherine Fincher - Sr. Wealth Advisor

Katherine Fincher, MBA, CFP®

Sr. Wealth Advisor

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

Kathryn Beach, CFP®

Wealth Advisor

Keenan Stout, CFP®

Wealth Advisor, Director

Kelly Albert, CFP®

Wealth Advisor

Kelly Palmer

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Sr. Wealth Advisor

Ken Bobadilla

RVP, Wealth Advisor

Kent Davis

Wealth Advisor

Kevin Russell

Kevin Russell, CPA, CFP^®, AAMS^®, CRPC^®

Wealth Advisor

Livonia, Traverse City

Kimberly Foss, CFP®, CPWA®

Sr. Wealth Advisor

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