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.

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Team photo

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Our advisors

Clint Boxman

AAMS®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Clint Boxman Visit Clint Boxman's website

Braden Johnson

APMA®

Private Wealth Advisor

Managing Director
Learn more about Braden Johnson Visit Braden Johnson's website

Jordan Prince

Registered Practice Associate

Learn more about Jordan Prince Visit Jordan Prince's website

Brennan Jacobson

APMA®

Financial Advisor

Learn more about Brennan Jacobson Visit Brennan Jacobson's website

Carson Nyman

APMA®

Financial Advisor

Learn more about Carson Nyman Visit Carson Nyman's website


Our team

Stephanie Smith

Stephanie Smith

Client Service Associate,

Operations Specialist

Qualifications

  • BA- Law, Societies and Justice, University of Washington
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Mel Filben

Mel Filben

Client Service Associate

Shelby Greenwood

Shelby Greenwood

Client Service Associate