Our advisors

Advisor photo for Daniel Walby

Daniel Walby

BFA, CRPC

Client Relationship Manager

Retirement Specialist
Learn more about Daniel Walby
Advisor photo for Alec Adelman

Alec Adelman

BFA, CRPC

Client Relationship Manager

Retirement Specialist
Learn more about Alec Adelman
Advisor photo for Alex Ezaki

Alex Ezaki

Client Support Associate

Lead Client Support Associate
Learn more about Alex Ezaki
Advisor photo for Alexa Amundson

Alexa Amundson

Client Support Associate

Learn more about Alexa Amundson
Advisor photo for Anthony Ourada

Anthony Ourada

Client Relationship Manager

Learn more about Anthony Ourada
Advisor photo for Brenton Herbert Bay

Brenton Herbert Bay

Client Support Associate

Learn more about Brenton Herbert Bay
Advisor photo for Chad Dale Potas

Chad Dale Potas

Client Support Associate

Learn more about Chad Dale Potas
Advisor photo for Greg Whalen

Greg Whalen

CFP®, BFA, CRPC, ChFC®, CLU®

Manager AAC

Learn more about Greg Whalen
Advisor photo for Jackson Welsh

Jackson Welsh

CRPC

Client Support Associate

Experienced Client Support Associate
Learn more about Jackson Welsh
Advisor photo for Jacob Nelson

Jacob Nelson

CRPC

Client Relationship Manager

Learn more about Jacob Nelson
Advisor photo for Jared Arentson

Jared Arentson

Client Support Associate

Experienced Client Support Associate
Learn more about Jared Arentson
Advisor photo for Peter Anderson

Peter Anderson

CRPC

Client Relationship Manager

Family Finances Specialist
Learn more about Peter Anderson