Our Advisors

Phil Wood

Phil Wood

Financial Advisor

Jon Gilfry

Financial Advisor

Pam Doughty

Pam Doughty

Financial Advisor

Roger White

Roger White

Financial Advisor

Randy Rhodes

Randy Rhodes

Financial Advisor

Mike Toussaint

Mike Toussaint

Financial Advisor

Eric Burr

Eric Burr

Financial Advisor

Larry McGowan

Larry McGowan

Financial Advisor

Rick Havenridge

Rick Havenridge

Financial Advisor

Our Staff

Jerry Karnatz

Business Development Director

Craig Jones

Business Development Director

Terry Gilfry

Business Development Director

Ronie Hansen

Business Development Director

Joyce Rodick

Operations Director

Melissa Hughes

Operations Manager

Michelle Jacobsen

Client Service Specialist

MarrLyn Johnson

Client Service Specialist

Mary-francis Hildebrand

Client Service Specialist

Eileen Thornburg

Client Service Specialist

Dawn Griffith

Client Service Specialist

Heidi White

Client Service Specialist

Andrea Spencer

Client Service Specialist

Eileen Toussaint

Client Service Specialist

Kelli Stodola

Client Service Specialist

Denise Bolton

Client Service Specialist

Jenny Rhynalds

Client Service Specialist

Dylan Burenheide

Financial Planning Specialist
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Contact

402.753.3080