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 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 Investment Advisor Representative Operations Dallin Bunnell Client Services Specialist Melissa Ceballos PHR, SHRM-CP: Director of People & Business Development Heidi Davies Office Manager Jennifer Dougan Director of Operations Adam Dougan Technology & Finance Director Cory Garcia Director of Marketing Colby Gillies Portfolio Support Specialist Amanda Gray Office Manager Priscilla Hansen Senior Director of Client Services Jacque Hayes Senior Director of Client Services Pratik Mehta B.A., B.B.A., CPA Katie Murray Client Services Specialist Cooper Parry Director of Financial Planning Lindsay Platt Client Service Specialist Ellen Whall Director of Advisor Services 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 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 Investment Advisor Representative
Dallin Bunnell Client Services Specialist Melissa Ceballos PHR, SHRM-CP: Director of People & Business Development Heidi Davies Office Manager Jennifer Dougan Director of Operations Adam Dougan Technology & Finance Director Cory Garcia Director of Marketing Colby Gillies Portfolio Support Specialist Amanda Gray Office Manager Priscilla Hansen Senior Director of Client Services Jacque Hayes Senior Director of Client Services Pratik Mehta B.A., B.B.A., CPA Katie Murray Client Services Specialist Cooper Parry Director of Financial Planning Lindsay Platt Client Service Specialist Ellen Whall Director of Advisor Services Elton Wilcox Chief Compliance Officer
