Our advisors

Advisor photo for Hap Cole

Hap Cole

CFP®

Associate Financial Advisor

Financial Planning Specialist
Learn more about Hap Cole Visit Hap Cole's website
Advisor photo for Ken Hickman

Ken Hickman

CRPC

Associate Financial Advisor

Client Service Manager
Learn more about Ken Hickman Visit Ken Hickman's website


Our team

Renee Shafer

Renee Shafer

Operations Manager,

Client Service Coordinator

Hannah Thiede

Receptionist,

Administrative Assistant