Harry Sommers, CFP®, MBA, FBS®, CEPA®
Lead Financial Advisor
Jeff Kane, BFA, CFP®
Lead Financial Advisor and Head of Advisor Coaching
JJ Lester, CFP®, MSM
Lead Financial Advisor
Jordan McConnell, CFP®
Senior Financial Advisor
JT Trimble, CEPA®, CFP®️
Lead Financial Advisor
Justin O’Brien, CFP®, MBA
Financial Advisor
Katie Kavehrad, CFP®, CAP®
Lead Financial Advisor
Katie Villegas, CFP®
Lead Financial Advisor
Kerri Allen, CFP®, EA, MBA
Lead Financial Advisor
