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 Christopher J. Cordova, RICP® Investment Advisor Representative Jeff Currie Investment Advisor Representative Tyler Moison Investment Advisor Representative, CFP® Operations 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 Priscilla Hansen Director of Client Services Jacque Hayes Senior Director of Client Services Brian P. Hermann MBA, Chief Operating Officer Lisa Hunter Office Manager 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 Christopher J. Cordova, RICP® Investment Advisor Representative Jeff Currie Investment Advisor Representative Tyler Moison Investment Advisor Representative, CFP®
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 Priscilla Hansen Director of Client Services Jacque Hayes Senior Director of Client Services Brian P. Hermann MBA, Chief Operating Officer Lisa Hunter Office Manager Pratik Mehta B.A., B.B.A., CPA Katie Murray Client Services Specialist Lindsay Platt Client Service Specialist Elton Wilcox Chief Compliance Officer
