Our advisors

Advisor photo for Carl Anderson

Carl Anderson

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Carl Anderson
Advisor photo for Nayan Ranchhod

Nayan Ranchhod

CFP®, CRPC, AAMS, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nayan Ranchhod
Advisor photo for Bryce Cook

Bryce Cook

CRPC, APMA

Registered Practice Associate

Learn more about Bryce Cook
Advisor photo for Stephen Bouton

Stephen Bouton

Financial Advisor

Associate Vice President
Learn more about Stephen Bouton


Our team

Kristel Ashcraft, CRPC®

Kristel Ashcraft, CRPC®

Lead Registered Client Service Associate,

Practice Manager

Qualifications

  • CRPC
View more
Kartikay Agarwal

Kartikay Agarwal

Client Service Associate

Kate Christensen

Kate Christensen

Client Service Associate

Lauren Wincott

Lauren Wincott

Registered Operations Leader

Rahul Malhotra

Rahul Malhotra

Client Service Associate,

Financial Planning Analyst