Our Team

Team Members In

Advisory Team

Casey Oliver

CFP®

Director, Associate Advisor Group Lead

Michael Orfe

CFA®

Senior Vice President, Advisor Group Lead

Jenna Oriani

Associate, Wealth Management Analyst

John Ostrand

CFP®, CTFA®, CAP®

Senior Vice President, Regional Group Lead

Drew Owen

CFP®

Director, Wealth Advisor

Maddalena Parks

AIF, CPFA

Senior Director, Wealth Advisor

Dawn Patton

FPQP

Associate Director, Business Development Operations Specialist

Ken Paull

CFP®

Vice President, Wealth Advisor

Chris Peck

CEPA®

Director, Wealth Advisor

Pamela Pena-Serrano

CFP®

Senior Director, Wealth Advisor

Jake Pergolizzi

CFP®, CRPC®

Associate Director, Associate Wealth Advisor

Lucas Peterson

CFP®, CMFC™

Associate Director, Wealth Advisor

Cami Peterson

CPA, CPFA®

Vice President, Head of Retirement Plan Services

Evan Pinney

Associate, Wealth Advisor

Cody Pittman

Associate Director, Wealth Advisor