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, CPFA®
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
Executive Assistant
Justin Fukuhara, AIF®
Investment Coordinator
Karl Rainer, CHFC, CFP®
Financial Advisor
Levi Geissel
Financial Advisor
Liesle Memmott
Business Processor
Maggie Forness
Executive Assistant
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
Rachelle Vanderzanden, AIF®, CFP®
Financial Advisor
Roxanne Evett
Executive Assistant
Shawnee Smith
Executive Assistant
Spencer Salvador, CFP®
Financial Advisor
Steph Nova
Commission Specialist
Thanh Le
Financial Advisor
Tori Lawhead
Director of Advisor Development / Executive Assistant
Veronica Stroud, AIF®
Investment Coordinator
Zach Kill, CFA®
Investment Strategist
Check the background of investment professionals on FINRA’s BrokerCheck.