Our advisors

Our team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President
Lori Aest

Lori Aest

Business Development Director

Jeannette Ballinger

Jeannette Ballinger

Client Service Coordinator

M. Todd Brack

M. Todd Brack

Client Service Coordinator

Tami Bretz

Tami Bretz

Client Service Coordinator

Dawn Dillner

Dawn Dillner

Client Service Coordinator,

Receptionist
Gina Eaton

Gina Eaton

Insurance Specialist

Kelly Fox

Kelly Fox

Receptionist,

Administrative Assistant
Blake Hanacek

Blake Hanacek

Business Development Director

Personal Intro

  • • Masters in Resource Management from The University of British Columbia
  • • Bachelor of Science in Sustainable Resource Economics from The University of British Columbia
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Megan Harris

Megan Harris

Financial Planning Specialist

Jeremy Hoffman

Jeremy Hoffman

Investment Specialist

Adam Husa

Adam Husa

Client Service Coordinator

Jill Perovich

Jill Perovich

Business Development Specialist

Kari Peterson

Kari Peterson

Client Service Coordinator

Anne Pettingill

Anne Pettingill

Client Service Specialist

Kayleen Rex

Kayleen Rex

Client Service Coordinator

Alex Riccobono

Alex Riccobono

Investment Specialist

Kristen Moore

Kristen Moore

Client Service Coordinator

Alisa Sands

Alisa Sands

Client Concierge

Tyler Visten

Tyler Visten

Operations Specialist