Roger Reynolds

Team Lead & Wealth Manager

Alison Hudders

Director Of Marketing

Detlef Schrempf

Director Of Business Development

Jasmin Garcia

Marketing Manager

Erika Yelle

Chief Compliance Officer

Bryan Carr

Portfolio Manager

Jake Karavias

CSA

David Powers

Portfolio Manager

Tristan Mohn

Centralized Client Service Manager

Ian Curtiss

Wealth Manager

Aams® James L. Moore Cmfc®

Wealth Manager/shareholder

James Walsh

Portfolio Manager

Daniel Hill

Senior Wealth Management Associate

Cfp® Katie Berntson (Mietus)

Wealth Manager

Josh Harris

President - M&A

Jay Winston Cfp®

Associate Wealth Manager

Calm Qi

Associate Portfolio Manager

Tara McDonald

Director Of Human Resources

Ben Hogan

System Administrator

MacKenzie Fenner

Marketing Specialist

Nicole Benson

Senior Human Resources Business Partner

Alexandra Lambert

Director of Client Service

Ashley Anderson

Senior Client Service Associate

Austin Gormley

Portfolio Administrator

Danielle Uemura

Wealth Management Associate

Ethan Luxton

Wealth Management Associate

Ian Lung

Client Service Associate

Jordan L.

Senior Wealth Management Associate

Jordan Travis Mba, Fpqp®

Wealth Management Associate

Kyle McMahill

Senior Client Service Associate

Wendy Holden

Client Service Associate

Sim Bajaj

Client Team Operations Manager

Garrett Dean

Operations Manager

Nic Chinzi

Operations Associate

Toni Mercer

Senior Operations Associate

Becky Wilcox Cfa, Frm

Wealth Manager

Fpqp® Michelle Decaire

Client Team Operations Manager

Vincent Lee

Wealth Manager

Vonie Bright

Certified Financial Planner ™, Wealth Manager

Katie Berntson

Wealth Manager

Jacob Jones

Client Services Associate

Ryan Oden

Technology Professional

Rachel McCracken

Team Lead And Wealth Manager

Hilary Massee Clark

Wealth Manager & Senior Team Operations Manager

Rachel Borsini

Wealth Management Associate