μακάριος makários, mak-ar'-ee-os*

supremely blessed; fortunate, happy

We believe that wealth, like life, is a matter of perspective. And we appreciate our privileged position in working side-by-side with clients who are not only well off, but aspire to do more with their wealth rather than simply accumulating more.
*Strong, J. (2003). New Strong’s Exhaustive Concordance (Super Value Series). Thomas Nelson.

Meet Your Team

Wayne Denson, CFP

Managing Director
Investment Officer

Nate Sorenson, CFP

First Vice President
Investment Officer

Austin Jacobs, CFP

Financial Consultant

Amy Robinson

Senior Registered Client Associate
Assistant Vice President

Joy Strickland

Senior Registered Client Associate

Clarissa Whetstone

Senior Client Associate

Treating Clients With Sincerity

In our world, earning trust requires the same persistence as earning wealth. That’s why we strive to embody “The Golden Rule” with each and every interaction in the following ways:

  • Transparency helps achieve triumph, so we tell the truth — positive and negative — with compassion.

  • Pursuing the greater good means doing what’s best for you, not us.

  • Approaching each day with generosity can serve as a source of optimism in our clients’ lives.

Find Out What Our Approach Could Mean For Your Wealth

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