Our advisors

Advisor photo for Christopher Dotson

Christopher Dotson

CRPC

Client Relationship Manager

Retirement Specialist
Learn more about Christopher Dotson
Advisor photo for Austin Knapp

Austin Knapp

Client Relationship Manager

Learn more about Austin Knapp
Advisor photo for John Cole

John Cole

Client Support Associate

Learn more about John Cole
Advisor photo for John Klapperich

John Klapperich

BFA

Client Support Associate

Lead Client Support Associate
Learn more about John Klapperich Visit John Klapperich's website
Advisor photo for Katala Anderson

Katala Anderson

BFA

Client Relationship Manager

Family Finances Specialist
Learn more about Katala Anderson
Advisor photo for Layne Quam

Layne Quam

Client Support Associate

Experienced Client Support Associate
Learn more about Layne Quam
Advisor photo for Luke G. Reifenberger

Luke G. Reifenberger

Client Support Associate

Experienced Client Support Associate
Learn more about Luke G. Reifenberger

Massimo Lonetti

Client Support Associate

Learn more about Massimo Lonetti
Advisor photo for Nic Starosta

Nic Starosta

CRPC

Client Relationship Manager

Learn more about Nic Starosta
Advisor photo for Zsolt Papp

Zsolt Papp

BFA, CRPC

Manager AAC

Learn more about Zsolt Papp Visit Zsolt Papp's website