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Kyra Yang
Event Coordinator
Mac James Thatcher
Financial Advisor
Isaac Morris
Client Support Specialist
Jacob Thatcher
Financial Advisor
Michaela Herring
Marketing Manager
Marissa San Nicolas
Senior Client Relations Manager
Elli French
Operations Manager
Jaycee Ford
Event and Digital Marketing Coordinator
Lori Meter
Financial Advisor
Aidrik Schafer
Marketing Administrator
Waylon Bell
Client Support Specialist
Layton Paloutzian
Financial Advisor
Ted Thatcher
Senior Advisor
Charli Natale
Office Coordinator
Russell Skinder
Client Support Specialist
Our Team Members
