Our advisors

Christopher Dotson

CRPC

Client Relationship Manager

Retirement Specialist
Learn more about Christopher Dotson

John Cole

Client Support Associate

Experienced Client Support Associate
Learn more about John Cole

John Klapperich

BFA

Client Support Associate

Lead Client Support Associate
Learn more about John Klapperich

Katala Anderson

BFA

Client Relationship Manager

Family Finances Specialist
Learn more about Katala Anderson

Layne Quam

Client Relationship Manager

Learn more about Layne Quam

Leandro Gavino

Client Support Associate

Learn more about Leandro Gavino

Luke Reifenberger

Client Support Associate

Experienced Client Support Associate
Learn more about Luke Reifenberger

Massimo Lonetti

CRPC

Client Support Associate

Experienced Client Support Associate
Learn more about Massimo Lonetti

Nic Starosta

CRPC

Client Relationship Manager

Learn more about Nic Starosta

Zsolt Papp

BFA, CRPC

Manager AAC

Learn more about Zsolt Papp Visit Zsolt Papp's website


Our team

Greg Ferguson

Greg Ferguson

Client Relationship Manager

Shreya Rai

Shreya Rai

Financial Planning Analyst

Nikash Khurana

Nikash Khurana

Financial Planning Analyst