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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Martin-Aspin

Martin Aspin, CFP®, AIF®, CWS®

Wealth Advisor

Matt Busick

Matt Busick, CFP®, CRPC®

Sr. Wealth Advisor

West Des Moines

Matt Heller, MBA, CFP®

Sr. Wealth Advisor

Matt Siegel, CFP®, RICP®

Sr. Wealth Advisor

Matthew Hobson

Wealth Advisor

Bend, Bend – Downtown

Matthew Loughren, CFP®, CRPC®

Sr. Wealth Advisor

Fort Worth – Colleyville

Matthew Nelsen, CFP®

Wealth Advisor

Matthew Williams

Wealth Advisor

Matthews Barnett, CFP®, ChFC®, CLU®

Wealth Advisor

Blairsville, Macon

Max-Rhodes

Max Rhodes, JD

Sr. Wealth Advisor

Meghan Doherty

Wealth Advisor

Melanie Fitzgerald, CFP®

Wealth Advisor

Micah Cummins, AMS®, CFP®

Sr. Wealth Advisor

Michael Creamer, CPA, CFP®, CDFA, ADPA, AIF, BFA

Sr. Wealth Advisor

Michael G. Simmons Image

Michael G. Simmons, CFP®

Sr. Wealth Advisor

Denver – Greenwood Village

Michael Mikonis

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Naples – Downtown, Sarasota, Tampa

Michael Squier, CFP®, ChFC®, MBA

Sr. Wealth Advisor

Portland, Portland – South, Scottsdale

Michael Stros, CFP®, RMA®

Wealth Advisor

Michael Johns

Michael W. Johns, CFP®

Sr. Wealth Advisor

Michelle Ash Image

Michelle Ash, CFP®, MSFS, RICP®

Sr. Wealth Advisor

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