Team
Our team of professionals aspires to serve the financial needs of our clients in the most comprehensive way possible. We believe in a business built on trust, integrity, and service. We are independent. We have the experience and expertise to align our efforts to our clients objectives. In our ongoing relationship with our clients, we seek to educate, inform and inspire them to make intelligent financial decisions.
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Amanda Doyle
Vice President of Operations

Anders Ramstad, CFP®, ChFC®, CLU®, ChSNC®
Senior Partner

Antwon Weary
Financial Advisor

Braden Balocan, CFP®
Financial Advisor

Cole Kimball, CFA®, AIF®
Chief Investment Officer / Financial Advisor

Colin Kosco, AIF®
Financial Advisor

Corey Janoff, CFP®
Financial Advisor

Danielle Howard
Business Processor

Derek Melvin
Financial Advisor

Emma Collins
Investment Department Assistant

Evan Connell
Financial Advisor

Evan White
Associate Vice President

Heather Anderson
Client Service Coordinator

Ian Hubbard, REBC®
Vice President of Investments

Jackie Kill
Executive Assistant

James Fox
Financial Advisor

Japie Steyn, CSRIC™, AIF®
Senior Investment Coordinator

Jeff Pratt, CFP®, CRC®
Financial Advisor

John Neri, CFP®, AIF®
Financial Advisor

Julie Hamilton
Senior Client Service Coordinator/ Business Processor

Justin Fukuhara
Investment Coordinator

Karl Rainer, CHFC, CFP®
Financial Advisor

Levi Geissel
Financial Advisor

Liesle Memmott
Business Processor

Maggie Forness
Client Service Coordinator

Marcus Nelson
Vice President of Accounting

Marshall Weintraub, CFA®, CFP®
Financial Advisor

Michael Merrill, CFP®, CHFC®, CLU®
Senior Partner

Michael Okinaka, CFP®
Financial Advisor

Nicole Miller
Business Processor

Owen Chambers
Financial Advisor

Peggy Haslach, CLU®, CFP®
Financial Advisor

Rachelle Vanderzanden, AIF®, CFP®
Financial Advisor

Roxanne Evett
Client Service Coordinator

Shawnee Smith
Senior Client Service Coordinator

Spencer Salvador, CFP®
Financial Advisor

Steph Nova
Commission Specialist

Thanh Le
Financial Advisor

Tori Lawhead
Director of Advisor Development/ Client Service

Veronica Stroud, AIF®
Investment Coordinator

Zach Kill, CFA®
Investment Strategist
Check the background of investment professionals on FINRA’s BrokerCheck.