top of page
IMG_051712m.jpg
IMG_8091-2.jpg

Rex Whiteside

President - Financial Advisor

IMG_8067.jpg

Stephanie Peterson

Director of Operations

IMG_8077.jpg

Buck Thornton
​CFP®

Partner - Financial Advisor

IMG_8060.jpg

Daphne Matthews

Client Services Manager

IMG_8071.jpg

Ryan Sleeper

​CFP®

Certified Financial Planner (TM)

IMG_8096B.jpg

Jim McCarthy
WMS®

Financial Advisor

IMG_8055 (1).jpg

Holly Gage
MBA, CFP®

Associate Advisor

IMG_8099.jpg

Cole Girouard
MBA

Relationship Manager

IMG_0923CB.jpg

Sarah Liput

Client Service Associate

Madison 
Whiteside

Relationship Manager

IMG_049212m.jpg

Derrick
Dees

Partner - Financial Advisor

IMG_0899 2CB.jpg

Sydney Filipp

Client Service Associate

bottom of page