Our Team

Team Members In

Advisory Team

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

Kristan Preston

CFP®

Vice President, Wealth Advisor

Stephanie Pritchard

CFP®

Senior Director, Associate Advisor Group Lead

Matt Pullar

Senior Vice President, Wealth Advisor

Chris Redhead

CFP®, ChFC®, CFS®

Senior Vice President, Advisor Group Lead

John Michael Redhead

CFP®, AWMA®, CRPC®

Senior Director, Wealth Advisor

Steven Resler

CFP®

Senior Vice President, Regional Group Lead

Greg Robb

Senior Vice President, Wealth Advisor

Daniel Robinson

CFP®

Director, Wealth Advisor

Tony Rome

CFP®

Vice President, Wealth Advisor

Melanie Ross

CFP®, ChSNC®

Vice President, Wealth Advisor