Our advisors

Christopher Dotson

Christopher Dotson

Client Relationship Manager

Learn more about Christopher Dotson
Carlan Strand

Carlan Strand

CFP®, CRPC®

Client Relationship Manager

Family Finances Specialist
Learn more about Carlan Strand
Alyssa Josephine Warren

Alyssa Josephine Warren

Client Support Associate

Experienced Client Support Associate
Learn more about Alyssa Josephine Warren
Anthony Williams

Anthony Williams

CRPC®

Client Relationship Manager

Retirement Specialist
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Dan Bly

Dan Bly

Client Support Associate

Experienced Client Support Associate
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J.R. Mahan

J.R. Mahan

BFA

Client Relationship Manager

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Jared Jacob

Jared Jacob

Client Support Associate

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John Klapperich

John Klapperich

BFA

Client Support Associate

Lead Client Support Associate
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Katala Anderson

Katala Anderson

BFA, CRPC®

Client Relationship Manager

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Mario Cantor

Mario Cantor

Manager AAC

Learn more about Mario Cantor