Our advisors

Quinton Kimball

APMA

Financial Advisor

Learn more about Quinton Kimball Visit Quinton Kimball's website

Bruce Kimball

APMA

Financial Advisor

Learn more about Bruce Kimball Visit Bruce Kimball's website

Jason F Husk

APMA

Financial Advisor

Learn more about Jason F Husk Visit Jason F Husk's website

Trevor A Hoyt

RICP®, APMA

Financial Advisor

Learn more about Trevor A Hoyt Visit Trevor A Hoyt's website


Our team

Daniel Simpson

Daniel Simpson

Paraplanner,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™

Personal Intro

Daniel’s Bio: I’ve been in the financial servicesindustry for more than 20 years now. While serving in the US Marine Corps, Icompleted a BBA in Finance. I then began working for TD Ameritrade at the tradingdesk. It was here that I gained my first experiences in understanding how themarkets work as well as trading stocks, mutual funds, and options. I later joined Actum Wealth Advisors(then Advanced Financial Planning). My

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Alicia Priest

Alicia Priest

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Isabella Mendoza-Perez

Isabella Mendoza-Perez

Client Service Specialist