Partner
Meet Jason
Meet Aaron
Tax Consultant
Meet Scott
Accountant
Bookkeeper
Meet Summer
Meet Greta
Meet Lizzy
President & CEO
Meet Trevor
Chief Financial Officer
Meet Shelly
Vice President & Client Relationship Director
Meet Kathy
Meet Kelli
General Counsel
Meet Zach
Client Relationship Manager
Meet Roni
Meet Kaycie
Retirement Client Services
Meet Beth
Investment Division Manager
Meet Janice
Lead Staff Accountant
Meet April
Executive Administrative Assistant
Meet Krystal
Legal Assistant
Meet Kacy
Administrative Assistant
Meet Tara
Meet Julie
Meet Alyssa
Meet Elizabeth
Meet Cheyenne
Client Services - Investments
Meet Elisa
Investment Analyst
Meet Tyler
Staff Accountant
Meet Tammy
Meet Faye
Meet Rocio
Meet Michael
