Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

Advisor
Mike Anderson Forrest Bouyer John Bravata Antonio Bravata Chris Clark Dave Creamer Chase Deters Rich Diaz Jim Erickson Jeff Faustman Gene Gilin Paul Grienke John Hayner Kent Hubbard Mark Jusick Erin Kuriakose Todd Kuzma Danielle Leutz Brad Matthews Chuck Moore Royce Mossholder Steve Nichols Tracy Ostrander Ryan Parrott Nick Pope Linda Posati Peter Robinson Scott Russ Kirk Sempsrott Autumn Slanker Bryan Taggart Adam Tyler Don White Bill Woodworth
Advisor, Field Director
Reuben Levinsohn
Management
Sal Durso - CEO,President Kurt Creamer - Senior Vice President Tim Durso - Senior Vice President Joe Messerly - Senior Vice President David Fitch - CFO Angie Crandell - Director of Financial Planning Marcie Durso - Director of Marketing Andrea Garrett - Director of Operations
Mortgage Planner
Chris Daymon Mike Tiraboschi
Mortgage Planner, Field Director
John Waugh
Support Team
Dawn Brink Theresa Carl Lisa Cartwright Lani Coulter Jason Cousino Bonnie Creamer Heide Dean Terri Garner Dan Gerger Melanie Hefron Lyn Hood Cynde Keilen Chris Moran Roxy Orr Kelly Patton Barbara Polcyn Shirley Rinckey Kathy Sirmons Chuck Stickney Rhonda Story Stacy Trial Suzette Weaver