Our advisors

Victor Shakerchi

CRPC

Client Relationship Manager

Retirement Specialist
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David Allen

BFA, CRPC, AWMA℠

Client Relationship Manager

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Dillon Stafford

CRPC

Client Relationship Manager

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Erick Perez

Client Support Associate

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Max Hellmann

CFP®, CRPC

Manager AAC

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Nicole Buchanan

CRPC

Product Specialist

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Samantha Green

Client Support Associate

Experienced Client Support Associate
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Sara Tuersun

Client Support Associate

Lead Client Support Associate
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Sebastian Fray

Client Support Associate

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Vaden Genneken

CRPC

Client Relationship Manager

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Zach Richey

Client Support Associate

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