David Hefty

Chief Executive Officer

Spencer Mohre

Corporate Development Assoicate

Christina North

Chief Financial Officer

Stephanie Lee

Financial Guidance And Advice Manager

Brian Wessley

Chief Talent Officer

Wendy Pettis

Human Resources Director

Justine Tucker

Human Resource Administrator

Diedre Matheny

Director Of Client Experience

Brady McBride

Investment Operations Analyst

Isaiah Delph

Investment Operations Associate

Srikanth Kanchu

Salesforce Business Analyst/ Consultant

Tyler Rickert

Operations Manager

Joe Haupert

Chief Business Officer

Edison Byzyka

Chief Investment Officer

Alisha Norris

Senior Portfolio Manager

Erik Herstad

Wealth Manager

Doug Lockwood Mba, Cfp®

Wealth Partner

Andrew Nguyen

Corporate Development Associate

Gabriel Wyatt

Investment & Research Analyst

Katie Eck

Corporate Development Associate

Madysen Snyder

Corporate Development Associate

Logan Dickey

Corporate Development Associate

Cfp® David Hefty

Chief Executive Officer

Matt Hendrickson

Managing Director, Credent Advisor Solutions