Experience you can trust.

Our Team

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Lindsay Moran

Application Specialist

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Kaitlyn-web

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Kaitlyn Simon

Account Manager

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Tracy Dickinson

ParaPlanner

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Wanda-exp

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Wanda Rock

Office Manager

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Frank Deno

Operations Leader

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Jordan Brandon

Advisor/ ParaPlanning Manager

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Logan Simms

Advisor/ Account Manager

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Jon Fassett

Compliance Administrator/Trader

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Ben Blowers

Advisor

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Thiago Reis

Advisor

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Bryan McWayne

Founding Advisor

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Bill Bufkins

Founding Advisor

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Ben Kjendal

Founding Advisor

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