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Team photo

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Our advisors

Daniel J Ruediger

CFP®, CRPC, AAMS®, APMA®

Private Wealth Advisor

Chief Executive Officer of AIM Wealth Advisory Group
Learn more about Daniel J Ruediger Visit Daniel J Ruediger's website

Casey Norton

CFP®, APMA®

Financial Advisor

Managing Partner of AIM Wealth Advisory Group
Learn more about Casey Norton Visit Casey Norton's website

Ryan Price

CFP®, ChFC®, CLU®, AWMA®, CRPC, APMA®

Financial Advisor

Managing Partner of AIM Wealth Advisory Group
Learn more about Ryan Price Visit Ryan Price's website

Matthew Zuniga

CRPC, APMA®

Private Wealth Advisor

Learn more about Matthew Zuniga Visit Matthew Zuniga's website

Simon Rupard

CFP®, CRPC, APMA®

Private Wealth Advisor

Learn more about Simon Rupard Visit Simon Rupard's website

Matt Molnar

CFA®

Financial Advisor

Investment Manager
Learn more about Matt Molnar Visit Matt Molnar's website

Kyle Townsend

APMA®, CRPC

Financial Advisor

Learn more about Kyle Townsend Visit Kyle Townsend's website

Wesley Upton

CFP®, APMA®

Financial Advisor

Learn more about Wesley Upton Visit Wesley Upton's website

Mason Arnold

CFP®, APMA®

Financial Advisor

Learn more about Mason Arnold Visit Mason Arnold's website


Our team

Rachel Bird

Rachel Bird

Client Relationship Manager

Joseph Kapp

Joseph Kapp

Financial Planning Director

Qualifications

  • CFP®

  • Bachelor of Arts in Business Administration from Northern Arizona University

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Candace Cart

Candace Cart

Operations Director

Rolf Veenstra

Rolf Veenstra

Financial Planning Analyst

Qualifications

  • CFP®

  • APMA®

  • Bachelor of Science in Financial Planning at George Fox University

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Anjian Zhu

Anjian Zhu

Financial Planning Analyst

Qualifications

  • CFP®

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Luke Schwarz

Luke Schwarz

Financial Planning Analyst

Qualifications

  • CFP®

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David Pierce

David Pierce

Financial Planning Analyst,

Investment Specialist

Qualifications

  • Master of Science in Finance from University of Portland

  • Bachelor of Business Administration in Accounting from University of Portland

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Ethan Bullock

Ethan Bullock

Financial Planning Analyst

Qualifications

  • Bachelor of Science in Personal Financial Planning from George Fox University

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Tate Lieuallen

Tate Lieuallen

Financial Planning Analyst

Trina Whetsell

Trina Whetsell

Marketing Manager

Qualifications

  • Bachelor of Science in Biology from Western Oregon University

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Kristin Miller

Kristin Miller

Client Service Specialist