About Us

Meet Our Team

Robert J. Wilson, CFP

Senior Financial Advisor

Tobias I. Beck, CFP, ADPA

Senior Financial Advisor

Zachary Beck, CFP, ADPA

Senior Financial Advisor

Aaron Pearson , CFP

Senior Financial Advisor

Hank Clayton

Managing Principal

George Blanchard

Senior Financial Advisor
Senior Fundamental Choice Portfolio Manager

Anna Rutz

Senior Client Associate

Maverick Cummins

Senior Client Associate

Laurie Lakey

Senior Client Associate

Kelly Murphy

Senior Relationship Manager
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