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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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 Buffehr
Financial Advisor

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

Colin Kosco
Financial Advisor

Corey Janoff, CFP
Financial Advisor

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, CFP
Financial Advisor

Michael Okinaka, CFP
Financial Advisor

Michael Merrill, CFP, CHFC, CLU
Senior Partner

Nathan Beardemphl
Financial Advisor

Nicole Miller
Business Processor

Owen Chambers
Financial Advisor

Peggy Haslach, CLU
Financial Advisor

Rachelle Vanderzanden, AIF
Financial Advisor

Roxanne Evett
Client Service Coordinator

Samantha Haider
HR Specialist

Shawnee Smith
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
Junior Investment Coordinator

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