William Flanders
Sr. Client Service Specialist
Laura Thompson
Director, Regional Client Development
Glen Minton, CFP®
Sr. Vice President
Geoff Nelson, MBA, CFP®
Regional Vice President
Jordan Holland, CFP®
Regional Vice President
Renee Weston, WMCP®
Regional Vice President
Daniel Lime, CFP®
Sr. Financial Planner
Monica Hernandez
Financial Planner
Greg Alger
Unique Asset Manager
Obed Garcia
Retirement Plan Specialist

