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Our advisors

Bradley Gilbertson

CRPC

Client Relationship Manager

Learn more about Bradley Gilbertson

Brayton Foster

Client Support Associate

Learn more about Brayton Foster

Jack Ryan

Client Support Associate

Learn more about Jack Ryan

James Kosin

CRPC

Client Support Associate

Experienced Client Support Associate
Learn more about James Kosin

Keenan Lund

BFA, CRPC

Client Relationship Manager

Experienced Client Support Associate
Learn more about Keenan Lund

Lou Ann Matossian

CFP®, CAP®

Client Relationship Manager

Experienced Client Support Associate
Learn more about Lou Ann Matossian

Matthew Dravis

Client Support Associate

Lead Client Support Associate
Learn more about Matthew Dravis

Nick Engh

CRPC

Client Support Associate

Experienced Client Support Associate
Learn more about Nick Engh

Olivia Drey

CRPC

Client Support Associate

Learn more about Olivia Drey

Tamara Sorsoleil

MBA, CRPC

Client Relationship Manager

Family Finances Specialist
Learn more about Tamara Sorsoleil