Meet the Partners

Tony Christensen

CFP^®, CHFC, FOUNDING PARTNER

Meet Tony

David Harris

CHFC, FOUNDING PARTNER

Meet David

Team

Jordan Lindsay

Financial Advisor

Meet Jordan

Cameron Blake

Financial Advisor

Meet Cameron

Bonita Meredith

Operations Manager

Meet Bonita

Joely Hall

Experience Manager

Meet Joely

Nicole Burgess

Project Manager

Meet Nicole

Daniel Barnowsky

Paraplanner

Meet Daniel

Harrison Hughes

Client Service Manager

Meet Harrison

Jacob Ostler

Intern

Meet Jacob