Our Team

Team Members In

Advisors

Lucas Peterson

CMFC™

Associate Director, Wealth Advisor

Evan Pinney

Series 66, Series 7

Associate, Wealth Advisor

Cody Pittman

Senior Associate, Wealth Advisor

Kristan Preston

CFP®

Vice President, Wealth Advisor

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, Advisor Group Lead and Wealth Advisor

Greg Revak

CFP®, Series 66

Director, Wealth Advisor

Greg Robb

Senior Vice President, Wealth Advisor