Our advisors

John Voight

John Voight

CFP®, CRPC®, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about John Voight Visit John Voight's website
Jason Ortiz

Jason Ortiz

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jason Ortiz Visit Jason Ortiz's website
Matt Farver

Matt Farver

CRPC®

Financial Advisor

Learn more about Matt Farver Visit Matt Farver's website

Our team

Jessica Peeden

Jessica Peeden

Office Manager

Qualifications

  • Notary Public
View more
Jessica Martin

Jessica Martin

Executive Assistant

Qualifications

  • Notary Public
View more
Ashley Elliott

Ashley Elliott

Client Service Specialist

Katie Bazhaw

Katie Bazhaw

Client Service Coordinator