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