About Us

Working with Us
Location

Meet Our Team

Curtis L. Hornstra, MBA

Senior Financial Advisor
Managing Director - Investments


D. Mark Smith

Senior Financial Advisor
Fundamental Choice Portfolio Manager


Jason A. Madison, CFP, CRPC

Senior Financial Advisor
Fundamental Choice Portfolio Manager


Patrick A.Thompson

Senior Financial Advisor
Fundamental Choice Portfolio Manager


Ashley Hickman

Client Associate


Lauren Clark

Registered Client Associate