Our TeamThe People Behind The BrandManaging Partners Scott M. Dougan, RFC Managing Partner, Investment Advisor Representative Sean P. Lee, MSFS Managing Partner, Investment Advisor Representative Advisors O.J. Allen, RFC Investment Advisor Representative Daniel M. Allgaier, CFP®, CEPA® Investment Advisor Representative Cheryl Battung Investment Advisor Representative Christopher J. Cordova, RICP® Investment Advisor Representative Jeff Currie Investment Advisor Representative Chirho Garcia Investment Advisor Representative Tyler Moison, CFP® Investment Advisor Representative, CFP® Joe Wild Paraplanner Operations Dallin Bunnell New Business Project Manager Melissa Ceballos Director of Talent and Business Acquisition Heidi Davies Office Manager Jennifer Dougan Director of Operations Adam Dougan Technology & Finance Director Cory Garcia Director of Marketing Amanda Gray Office Manager Priscilla Hansen Director of Client Services Jacque Hayes Senior Director of Client Services Brian P. Hermann MBA, Chief Operating Officer Pratik Mehta B.A., B.B.A., CPA Katie Murray Client Services Specialist Lindsay Platt Client Service Specialist Elton Wilcox Chief Compliance Officer
Scott M. Dougan, RFC Managing Partner, Investment Advisor Representative Sean P. Lee, MSFS Managing Partner, Investment Advisor Representative
O.J. Allen, RFC Investment Advisor Representative Daniel M. Allgaier, CFP®, CEPA® Investment Advisor Representative Cheryl Battung Investment Advisor Representative Christopher J. Cordova, RICP® Investment Advisor Representative Jeff Currie Investment Advisor Representative Chirho Garcia Investment Advisor Representative Tyler Moison, CFP® Investment Advisor Representative, CFP® Joe Wild Paraplanner
Dallin Bunnell New Business Project Manager Melissa Ceballos Director of Talent and Business Acquisition Heidi Davies Office Manager Jennifer Dougan Director of Operations Adam Dougan Technology & Finance Director Cory Garcia Director of Marketing Amanda Gray Office Manager Priscilla Hansen Director of Client Services Jacque Hayes Senior Director of Client Services Brian P. Hermann MBA, Chief Operating Officer Pratik Mehta B.A., B.B.A., CPA Katie Murray Client Services Specialist Lindsay Platt Client Service Specialist Elton Wilcox Chief Compliance Officer