Our advisors

Advisor photo for Todd Larson

Todd Larson

CFP®, BFA, CKA®, CEPA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Todd Larson Visit Todd Larson's website
Advisor photo for Matthew Reynolds

Matthew Reynolds

CFP®, BFA, CKA®

Financial Advisor

Certified Kingdom Advisor
Learn more about Matthew Reynolds Visit Matthew Reynolds's website
Advisor photo for Thomas Dranger

Thomas Dranger

Financial Advisor

Business Financial Advisor
Learn more about Thomas Dranger Visit Thomas Dranger's website
Advisor photo for Zachary Jennings

Zachary Jennings

CFP®, CKA®, APMA, CRPC

Financial Advisor

Certified Kingdom Advisor
Learn more about Zachary Jennings Visit Zachary Jennings's website
Advisor photo for Tyler Ford

Tyler Ford

APMA, CMFA®

Associate Financial Advisor

Certified Military Financial Advisor®
Learn more about Tyler Ford Visit Tyler Ford's website
Advisor photo for Daniel Lamb

Daniel Lamb

CFP®, CKA®, APMA

Financial Advisor

Certified Kingdom Advisor
Learn more about Daniel Lamb Visit Daniel Lamb's website
Advisor photo for Candi Glazebrook

Candi Glazebrook

CFP®, BFA, APMA

Financial Advisor

Learn more about Candi Glazebrook Visit Candi Glazebrook's website
Advisor photo for Bill J Nagy

Bill J Nagy

MBA, REBC®, APMA

Associate Financial Advisor

Learn more about Bill J Nagy Visit Bill J Nagy's website


Our team

Meredith Clark

Meredith Clark

Receptionist

Gracie Dusseau

Gracie Dusseau

Operations Manager

Julie Reynolds

Julie Reynolds

Paraplanner

Gabriel Stein

Gabriel Stein

Financial Planning Specialist

Rebecca Reynolds

Rebecca Reynolds

Financial Planning Specialist

Makayla Woodbury

Makayla Woodbury

Financial Planning Specialist

Rose Pomeroy

Rose Pomeroy

Client Service Coordinator

Craig Kouris

Craig Kouris

Financial Planning Specialist

Lavina Ilgen

Lavina Ilgen

Financial Planning Analyst

Kim Hartigan

Kim Hartigan

Financial Planning Analyst

Tyler Sherwood

Tyler Sherwood

Financial Planning Analyst

Melissa Hartman

Melissa Hartman

Client Service Specialist

Steven Ferrigno

Steven Ferrigno

Client Service Specialist

Anna Focht

Anna Focht

Financial Planning Assistant