Our advisors

Advisor photo for Jason Medin

Jason Medin

CFP®, ChFC®, CLU®, CRPC, APMA, CKA®, CAP®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Jason Medin Visit Jason Medin's website
Advisor photo for Mike Dorsey

Mike Dorsey

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Mike Dorsey Visit Mike Dorsey's website
Advisor photo for James Braaten

James Braaten

AAMS, AWMA℠

Financial Advisor

Business Financial Advisor
Learn more about James Braaten Visit James Braaten's website
Advisor photo for Clinton J Faust

Clinton J Faust

CFP®

Financial Advisor

Learn more about Clinton J Faust Visit Clinton J Faust's website
Advisor photo for Daniel T Farniok

Daniel T Farniok

CFP®, CRPC

Financial Advisor

Franchise Owner
Learn more about Daniel T Farniok Visit Daniel T Farniok's website


Our team

Zach Medin

Zach Medin

Financial Planning Assistant

Jeff Wilson

Jeff Wilson

Client Relationship Manager