Stephen Stricklin – CFP®, CKA®

President & CEO

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Paul C. Brock

Director of Financial Planning & COO

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Ben Malick – CFA®, CKA®

Director of Investments & CIO

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Brooke Florida

Director of Client Services

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Hannah Noel

Director of Operations

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Melissa Daigle – CFP®

Chief Financial Planner & Executive Assistant to President

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Samantha M. Compton

Senior Financial Advisor

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Jonathan Dold – MBA

Senior Financial Advisor

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David Sandhu

David Sandhu – CRPC®

Senior Financial Advisor

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Steve Swanson

Steve Swanson

Insurance Specialist

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Ashley Selk

Creative Director

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Nick Phillips

Lead Financial Advisor

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Todd Kross

Todd Kross

Financial Advisor

Email Todd


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