Broker Check

Cole Kimball

Cole Kimball, AIF®

Chief Investment Officer / Financial Advisor

Evan White

Evan White

Associate Vice President

Evan Connell

Evan Connell

Financial Advisor

Corey Janoff

Corey Janoff, CFP®

Financial Advisor

James Fox

James Fox

Financial Advisor

Colin Kosco

Colin Kosco

Financial Advisor

Spencer Salvador

Spencer Salvador

Financial Advisor

Michael Okinaka

Michael Okinaka

Financial Advisor

Thanh Le

Thanh Le

Financial Advisor

Jeff Pratt

Jeff Pratt, CRC®

Financial Advisor

Owen Chambers

Owen Chambers

Financial Advisor

Carlie Ransom

Carlie Ransom

Financial Advisor

Levi Geissel

Levi Geissel

Financial Advisor

John Neri

John Neri, AIF®

Financial Advisor

Braden Balocan

Braden Balocan

Financial Advisor

James Wilford

James Wilford

Financial Advisor

Rachelle Vanderzanden

Rachelle Vanderzanden

Financial Advisor

Cole Buffehr

Cole Buffehr

Financial Associate

Andrew  Newhouse

Andrew Newhouse

Financial Associate

Amanda Scott

Amanda Scott

Vice President of Operations

Zach Kill

Zach Kill

Investment Coordinator / Office of Supervisory Jurisdiction Designee

Liesle Memmott

Liesle Memmott

Business Processor

Ian Hubbard

Ian Hubbard

Investment Coordinator / Registered Employee Benefits Consultant®

Julie Sutherland

Julie Sutherland

Client Service Coordinator / Business Processor

Danielle Dunsworth

Danielle Dunsworth

Business Processor

Nicole Garnett

Nicole Garnett

Business Processor

Tori Hubbard

Tori Hubbard

Client Service Coordinator / Director of Advisor Development

Jeff Gale

Jeff Gale

Investment Coordinator

Kristopher Heenk

Kristopher Heenk

Client Service Coordinator

Allie Geshka

Allie Geshka

Client Service Coordinator

 Shawnee  Smith

Shawnee Smith

Client Service Coordinator

Georgia Goode

Georgia Goode

Client Service Coordinator

Ben  Paul

Ben Paul

Client Service Coordinator