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.
Click my picture to learn more about me!
Albert Gitnes
Client Service Coordinator
Amanda Doyle
Vice President of Operations
Anders Ramstad, CFP, ChFC, CLU, ChSNC
Senior Partner
Andrew Newhouse, AIF
Financial Advisor
Antwon Weary
Financial Advisor
Austin Houtz
Digital Marketing Specialist
Braden Balocan
Financial Advisor
Cole Kimball, CFA, AIF
Chief Investment Officer/ Financial Advisor
Colin Kosco
Financial Advisor
Corey Janoff, CFP
Financial Advisor
Dalton Burnett
Investment Department Assistant
Danielle Dunsworth
Business Processor
Derek Melvin
Financial Advisor
Evan Connell
Financial Advisor
Evan White
Associate Vice President
Grace McGraw
Client Service Coordinator
Heather Anderson
Client Service Coordinator
Ian Hubbard, REBC®
Vice President of Investments
Jackie Kill
Client Service Coordinator
James Fox
Financial Advisor
Japie Steyn, CSRIC, AIF
Investment Coordinator
Jeff Pratt, 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
Kristopher Heenk
Senior Client Service Coordinator
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
Nathan Beardemphl
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
Spencer Salvador, CFP
Financial Advisor
Stephanie Nova
Commission Specialist
Thanh Le
Financial Advisor
Tori Lawhead
Director of Advisor Development/ Client Service
Travis Antosh
Investment Department Assistant
Veronica Stroud
Junior Investment Coordinator
Zach Kill, CFA
Investment Strategist
Check the background of investment professionals on FINRA’s BrokerCheck.