Our Team

Lance Belline, CFP®

Lance Belline, CFP®

Financial Advisor | Founder

Dax Weindorf

Dax Weindorf

Financial Advisor

Jeffery Coffman

Jeffery Coffman

Financial Advisor

Katie Dunning

Katie Dunning

Paraplanner

Meagan Bolinger

Meagan Bolinger

Operations Associate

Russel Betts

Russel Betts

Financial Advisor

John Coburn

John Coburn

Financial Advisor

Amanda Denson, CPA

Amanda Denson, CPA

Trusted Advisor

Steve Schultheis, M.A.M.L.

Steve Schultheis, M.A.M.L.

Chief Operating Officer

Benjamin Fuller

Benjamin Fuller

Financial Advisor

Chad Kennedy

Chad Kennedy

Financial Advisor

Morgan Reeves

Morgan Reeves

Paraplanner

Liam Hessing

Liam Hessing

Operations Associate

Debbie Knight

Debbie Knight

Client Relations Manager

Hunter Brown

Hunter Brown

Financial Advisor

Travis Riggs, CPA

Travis Riggs, CPA

Trusted Advisor

Grant Smith, CFP®

Grant Smith, CFP®

Senior Partner | Financial Advisor

Daniel Wright, CFP®

Daniel Wright, CFP®

Financial Advisor

Kasey Cooper

Kasey Cooper

Financial Advisor

Peyton Boling

Peyton Boling

Paraplanner

Kacie McGhee

Kacie McGhee

Marketing and Client Relations

Hilary DuBois

Hilary DuBois

Operations Manager

Nichole Bryant

Nichole Bryant

Operations Manager

Conor De La Rosa

Conor De La Rosa