Meet the Team

Our professionals work hard for you and your goals
We have great staff who care about your financial welfare and will do their best to assist you with your requests. Come meet our team of experienced staff.

Wealth Advisor

Bryan Washburn, CLU®

Senior Wealth Advisor

Austin Green, CFP®

Wealth Advisor

Bret Anderson

Retirement Plan Advisor

Brian Urie, CFP®, CPFA®, CRPS®

Member Service Associate

Brittany Schweitzer

Associate Wealth Advisor

Cameron Pearson

Associate Wealth Advisor

Chase Flint, MSF

Wealth Advisor

Colby Young, CFP®

Wealth Advisor

David LaPray

Wealth Advisor

Jake Mann

Wealth Advisor

James Bogenrief

Wealth Advisor

Jared Haslam

Associate Wealth Advisor

Joe Johnstun

Associate Wealth Advisor

John McConkie

Wealth Advisor

Jordan Boyle, CFP®

Senior Wealth Advisor

Jordan Curtis, RICP®

Associate Wealth Advisor

Jordan Staheli

Wealth Advisor

Joshua Cook

Member Service Associate

Kayla Bartholomew

Associate Wealth Advisor

Matt Naylor

Wealth Advisor

Matt Walo

Member Service Associate

Mike Bauer

Senior Wealth Advisor

Mike Blackham

Associate Wealth Advisor

Mike Huerta, RICP®

Member Service Associate

Nickie Gressmen

Associate Wealth Advisor

Niko Hensley

Wealth Advisor

Ray Nishikawa

Member Service Associate

Roie Hawkins

Senior Wealth Advisor

Sid Soria, MBA

Senior Wealth Advisor

Stephen Skokos, CFP®

Wealth Advisor

Steve Shake

Associate Wealth Advisor

TJ Walk

VP/Program Manager

Chad Waddoups, MBA

Sales Manager

Matt Meese

Sales Manager

Stewart Campbell, CFP®

Associate Wealth Advisor

Tyler Romney

Associate Wealth Advisor

Gavin Lambeth

Associate Wealth Advisor

Daniel Rutland

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