Associates

• Thomas Braun (He/Him/His)

  Business Development, Investment Advisor

• Kerby Wallick, CFA® (He/Him/His)

  Certified Financial Analyst®, Chief Investment Strategist

• Leticia Polius, MST, CFP® (She/Her)

  Financial Planner, Tax Master

• Sarah Hanson, PCM, CDPM (She/Her)

  Financial Planner Associate, Marketing Specialist

• Nicholas Reaves, M.A. (He/Him/His)

  Director of Logistics

• Darlene Young (She/Her)

  Senior Benefits Counselor