With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Mason Haugland

MBA, CRPC, CLTC®

Private Wealth Advisor

Registered Principal
Learn more about Mason Haugland Visit Mason Haugland's website

Olga Haugland

Financial Advisor

Registered Principal Delegate
Learn more about Olga Haugland Visit Olga Haugland's website

Benjamin Haugland

CRPC, AAMS

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Benjamin Haugland Visit Benjamin Haugland's website

Craig Scrimpshire

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Craig Scrimpshire Visit Craig Scrimpshire's website

Richard L Clark

CPA, PFS

Financial Advisor

Business Financial Advisor
Learn more about Richard L Clark Visit Richard L Clark's website

Clark Snitko

RICP®

Financial Advisor

Retirement Income Certified Professional®
Learn more about Clark Snitko Visit Clark Snitko's website

Savanna Werner

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Savanna Werner Visit Savanna Werner's website


Our team

Teresa Miller (Prescott)

Operations Manager

Roles & Responsibilities

  • Client service, scheduling for Prescott office.
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