Our Exceptional Team AllABCDEFGHIJKLMNOPRSTVWAdvisorsClient Service ManagersFirm ManagementInvestment TeamPartners Anthony Aiazzi CPA, CFA®, CFP® Senior Advisor Patrick Akins CFP® Advisor Jessica Albright Client Service Manager Jacob Allaman CFP® Advisor Heather Allaman Director of Business Systems Katie Angelbeck Operations Manager Jack Armstrong Client Service Manager George Astudillo Chacon Client Service Manager Holly Ausmus Client Service Manager Nicole Bailey CFP®, CPA, MAcc Partner Michelle Beattie CPA, CIA Advisor Lisa Bedell Operations Manager Brittany Behnen Operations Manager Andrea Berg Client Service Manager Sarah Berry Partner Sarah Bertman FPQP™ Client Service Manager Emiley Best Operations Manager James Blair IV CFP®, AWMA® Partner Victoria Blood Client Service Manager Tasha Borglum MBA, CFP®, CDFA® Senior Advisor Kristi Borglum CFP® Advisor Aaron Bosch Senior Client Service Manager Jaymee Botello Client Service Manager Andrew Bouquet J.D., CFP® Advisor scroll down to load more 7 Join Our Team
