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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Role: Executives

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Alex Olshanakiy

Financial Planner

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Bellevue, Sun Valley, Portland

Alexandra Mendoza

Financial Planner

Portland, Portland – South

Alexis Dudley, CFP®, CAP®

Wealth Advisor

Alexis Ragus-Wines

Alexis Ragus-Wines

Sr. Tax Manager

Alexis Scott

Alexis Wilkinson

Financial Planner

Alice McDermott

Alice McDermott, CFP®

Sr. Wealth Advisor

Alicia-Carinalli

Alicia Carinalli, CFP®

Wealth Advisor

Boise – Downtown

Alicia Saunders

Client Service Specialist

Ally Keasler

Sr. Client Service Specialist

Alyssa Calhoun - Wealth Advisor

Alyssa Calhoun, MBA, CFP®

Wealth Advisor

Amanda Caster

Amanda Caster, CFP®, CDFA®

Financial Planner

Amanda Coffey

Client Service Specialist

Amanda James

Client Service Specialist, Broker Dealer

Amanda O'Sullivan

Amanda O’Sullivan

Client Development Associate

Morristown, New York

Amanda Reed

Sr. Manager, Client Service

Ames, Branson, Chesterfield, Springfield

Amber Adams

Amber Adams

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village

Amber Murphy

Senior Investment Strategist

Amber Perez

Amber Perez

Tax Operations Specialist

Amber Strength

Sr. Client Service Specialist

Branson, Springfield

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