Gordy is a CFP® who loves to cook and try new restaurants.
Financial Advisor
Michelle, her husband, and their two young boys love to travel.
Operations and Client Service Team Lead
Kathryn is a first time mom and tends a small farm with her husband.
Operations Specialist
Ben is CFA Charterholder and enjoys teaching (and learning) through athletics.
Portfolio Manager, Research Director
Emily is a CFP® and enjoys the beach.
Principal, Vice President
04.17.24 | Investment Management
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