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