Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Justin Montandon

Justin Montandon

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Justin Montandon Visit Justin Montandon's website
Advisor photo for Cody Amundson

Cody Amundson

Associate Financial Advisor

Learn more about Cody Amundson Visit Cody Amundson's website
Advisor photo for Terry Lee

Terry Lee

AAMS

Financial Advisor

Learn more about Terry Lee Visit Terry Lee's website


Our team

Jill Weaver

Jill Weaver

Client Concierge