Our Team The 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, CFP® Investment Advisor Representative, RFC Cheryl Battung Investment Advisor Representative Dallin Bunnell Client Services Specialist/Investment Advisor Representative Christopher J. Cordova, RICP® Investment Advisor Representative Jeff Currie Investment Advisor Representative Cortney Dale Medicare Specialist Chirho Garcia Investment Advisor Representative Conner Kelley Estate Planning Attorney Pratik Mehta Director of Tax Tyler Moison, CFP® Investment Advisor Representative, CFP® Joe Wild Investment Advisor Representative Operations 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 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, CFP® Investment Advisor Representative, RFC Cheryl Battung Investment Advisor Representative Dallin Bunnell Client Services Specialist/Investment Advisor Representative Christopher J. Cordova, RICP® Investment Advisor Representative Jeff Currie Investment Advisor Representative Cortney Dale Medicare Specialist Chirho Garcia Investment Advisor Representative Conner Kelley Estate Planning Attorney Pratik Mehta Director of Tax Tyler Moison, CFP® Investment Advisor Representative, CFP® Joe Wild Investment Advisor Representative
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 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
