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Team photo
Team photo

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Our advisors

Kent Thompson

CFP®, APMA®, CPWA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kent Thompson Visit Kent Thompson's website

Dennis Hennings

APMA®, CRPC

Financial Advisor

Learn more about Dennis Hennings Visit Dennis Hennings's website

Megan Thompson

CFP®, APMA®, CPWA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Megan Thompson Visit Megan Thompson's website

Michelle Simmons

APMA®

Financial Advisor

Learn more about Michelle Simmons Visit Michelle Simmons's website

Joshua Thompson

APMA®

Financial Advisor

Learn more about Joshua Thompson Visit Joshua Thompson's website


Our team

Juliana M. M. Thompson

Juliana M. M. Thompson

Office Manager

Qualifications

  • B.A., Environmental Biology, University of Montana
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Deborah Holmes

Deborah Holmes

Client Service Coordinator

Qualifications

  • AA Business Administration

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Haleigh Teubert

Haleigh Teubert

Client Service Specialist

Qualifications

  • B.S., Communications, Arizona State University

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Steven Varghese

Steven Varghese

Client Service Specialist

Qualifications

  • B.S., Business Economics with Minors in Finance and Entrepreneurship & Innovation, University of California, San Diego

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Sonia Jose

Sonia Jose

Client Service Specialist