Our Team

The People Behind The Brand

Managing Partner

Featured image for “Scott M. Dougan, RFC”

Scott M. Dougan, RFC

Managing Partner, Investment Advisor Representative
Featured image for “Sean P. Lee, MSFS”

Sean P. Lee, MSFS

Managing Partner, Investment Advisor Representative

Advisors

Featured image for “O.J. Allen, CFP®”

O.J. Allen, CFP®

Investment Advisor Representative, RFC
Featured image for “Cheryl Battung”

Cheryl Battung

Investment Advisor Representative
Featured image for “Dallin Bunnell”

Dallin Bunnell

Client Services Specialist/Investment Advisor Representative
Featured image for “Christopher J. Cordova, RICP®”

Christopher J. Cordova, RICP®

Investment Advisor Representative
Featured image for “Jeff Currie”

Jeff Currie

Investment Advisor Representative
Featured image for “Cortney Dale”

Cortney Dale

Medicare Specialist
Featured image for “Chirho Garcia”

Chirho Garcia

Investment Advisor Representative
Featured image for “Conner Kelley”

Conner Kelley

Estate Planning Attorney
Featured image for “Pratik J. Mehta, CPA”

Pratik J. Mehta, CPA

Director of Tax
Featured image for “Tyler Moison, CFP®”

Tyler Moison, CFP®

Investment Advisor Representative, CFP®
Featured image for “Cooper Parry”

Cooper Parry

Director of Financial Planning/Investment Advisor Representative
Featured image for “Joe Wild”

Joe Wild

Investment Advisor Representative

Operations

Featured image for “Melissa Ceballos”

Melissa Ceballos

PHR, SHRM-CP: Director of People & Business Development
Featured image for “Heidi Davies”

Heidi Davies

Office Manager
Featured image for “Jennifer Dougan”

Jennifer Dougan

Director of Operations
Featured image for “Adam Dougan”

Adam Dougan

Technology & Finance Director
Featured image for “Cory Garcia”

Cory Garcia

Director of Marketing
Featured image for “Colby Gillies, CFA”

Colby Gillies, CFA

Investment Strategist
Featured image for “Amanda Gray”

Amanda Gray

Office Manager
Featured image for “Priscilla Hansen”

Priscilla Hansen

Senior Director of Client Services
Featured image for “Jacque Hayes”

Jacque Hayes

Senior Director of Client Services
Featured image for “Katie Murray”

Katie Murray

Client Services Specialist
Featured image for “Lindsay Platt”

Lindsay Platt

Client Service Specialist
Featured image for “Ellen Whall”

Ellen Whall

Director of Advisor Services
Featured image for “Elton Wilcox”

Elton Wilcox

Chief Compliance Officer