Cindy Richey, CFP®, CDFA®
President and Wealth Manager
Kenneth Borum
Partner and Chief Financial Officer
Ryan Noble, CFP®
Partner and Wealth Manager
Dan Reiter, CFP®, CPA
Partner and Wealth Manager
Alyssa Hon, CFP®
Financial Advisor
Colten Honigman, CFP®
Financial Advisor
Ryan Walker
Associate Financial Advisor
Jessica Hughes
Operations Manager
Noelle Peavy
Administrative Assistant
Patti Pluenneke
Client Service Associate
Justin Locke
Associate Financial Advisor