About Us

Meet Our Team

Katy M. Uzpen, CFP, CRPC

Senior Financial Advisor
Private Wealth Financial Advisor

Travis Jensen, CFP

Senior Financial Advisor
Senior Vice President - Investments

Paul Hammond

Senior Financial Advisor
Managing Director – Investments

Melissa Stone

Private Wealth Senior Registered Client Associate

Stacy Dawson

Private Wealth Senior Registered Client Associate

Kyle Kronlokken

Private Wealth Senior Registered Client Associate
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