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

Chris Clark

Dave Creamer

Rich  Diaz

Jim Erickson

Brent Foster

Jeremy  Fulks

Gene Gilin

Paul Grienke

Chris Gustafson

John A. Hayner

Kent Hubbard

Erin  Kuriakose

Danielle Leutz

Brad Matthews

Shawn McConnell

Chuck  Moore

Royce Mossholder

Steve Nichols

Ryan Parrott

Nick Pope

Linda  Posati

Peter Robinson

Scott Russ

Kirk Sempsrott

Autumn Slanker

Bill Woodworth

Advisor, Field Director

Reuben Levinsohn

Management

Sal Durso - CEO,President

Kurt Creamer - Executive Vice President

Tim Durso - Executive Vice President

Joe Messerly - Senior Vice President

David Fitch - CFO

Lance Burke

Angie Crandell - Vice President, Professional Development

Marcie Durso - Director of Marketing

Andrea Garrett - Director of Operations

Support Team

Dawn Brink

Theresa Carl

Jason Cousino

Bonnie Creamer

Heide Dean

Terri Garner

Dan Gerger

Melanie  Hefron

Lyn Hood

Brian  Jones

Cynde Keilen

Roxy Orr

Mark Papsidero

Kelly Patton

Barbara Polcyn

Shirley Rinckey

Kathy Sirmons

Chuck Stickney

Stacy Trial

Suzette Weaver