Becky Fisher
Vice President, Wealth Advisor
Bradley Palmer
Wealth Service Representative
Brett Harner
Vice President, Program Manager
Burdell Ramsey
Wealth Service Representative
Christina Pelletier
Registered Wealth Service Associate
Craig White
Vice President, Wealth Advisor
Dave Turner,
CERTIFIED FINANCIAL PLANNER™
Vice President, Wealth Advisor
Dawn Gantt
Registered Wealth Service Associate
Dawn Demers
Vice President, Wealth Advisor
Eric Caplinger
Associate Wealth Advisor
Michael Latimer
Associate Wealth Advisor
Michael Costello
Associate Wealth Advisor
Shawna Nelsen
Director, Wealth Service Operations
Steve Nordbeck,
CERTIFIED FINANCIAL PLANNER™
Vice President, Wealth Advisor
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.