Our advisors

J Nathan Ledbetter

J Nathan Ledbetter

Private Wealth Advisor

Learn more about J Nathan Ledbetter Visit J Nathan Ledbetter's website
Scott Stensrud

Scott Stensrud

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Scott Stensrud Visit Scott Stensrud's website
Luke Ellis

Luke Ellis

Financial Advisor

Learn more about Luke Ellis Visit Luke Ellis's website

Our team

Karen Elowson

Karen Elowson

Client Service Manager

Roles & Responsibilities

  • Financial Planning Activities and Data Gathering
  • Client Meeting Preparation and Follow Up
  • Client Account Servicing
  • Personally, spending time with my husband, two kids, family and friends
  • Reading, Camping and Boating
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Susan Renta

Susan Renta

Client Service Manager

Roles & Responsibilities

  • Financial Planning Activities and Data Gathering
  • Client Meeting Preparation and Follow Up
  • Client Account Servicing
  • Personally, spending time with my husband and two boys watching them play sports.
  • I also enjoy trail running, hiking and spending time with family and friends.
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Rachel Bugbee

Rachel Bugbee

Client Service Coordinator,

Receptionist

Roles & Responsibilities

  • Client Meeting Scheduling and Correspondence
  • Coordinating Client Workshops and Events
  • Personally, spending time with my husband, two kids and friends
  • Reading, Traveling and Bible Studies
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