David Wieland

Founder & CEO

Amr Tenney

VP, Wealth Management

Clay Schmidt

SVP, Wealth Management

Colton Hoisager

Associate

David Dahill

Co-Founder & CFO

Drew Reynolds

Chief Investment Officer

Harrison Gillett

VP of Design & Interactive

Priscilla Rodriguez

Private Client Associate

Robert Cobean

VP, Research

Sam Puri

Inbound Marketing Advisor

Trey Robinson

Chief Marketing Officer

Kelsey Montoya

Operations Manager

Scott Spencer

CEO & COO, Realized Financial

Grace Copeland

Associate

McKenna Duncan

VP, Wealth Management

Brianna Gieselman

Associate Vice President, Wealth Management

Lisa Bember

Compliance Officer

Stephanie Elliott

President