About Us

Location
Our Commitment to You
Working with Us

Meet Our Team

Karen Klemens CFP®

First Vice President - Investments


Joshua D. Peterson CFP®

Senior Vice President - Investments


George Henderson CFP®, CIMA, CAIA, CWS

First Vice President - Investments


Kathi McNeil

Senior Registered Client Associate


Kristin Chadwick

Senior Registered Client Associate