Our Team

Lance Belline, CFP®

Financial Advisor | Founder

About Me: https://youtu.be/2wXAviNr6lM

Dax Weindorf

Financial Advisor

About Me: https://youtu.be/18YNNuOf3Xw

Jeffery Coffman

Financial Advisor

Katie Dunning

Paraplanner

Grayson Griffin

Operations Associate

Russel Betts

Financial Advisor

Hilary DuBois

Operations Manager

Nichole Bryant

Operations Manager

Conor De La Rosa

Steve Schultheis, M.A.M.L.

Chief Operating Officer

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Benjamin Fuller

Financial Advisor

About Me: https://youtu.be/DAupCeTEvhs

Chad Kennedy

Financial Advisor

Morgan Reeves

Paraplanner

Liam Hessing

Operations Associate

Stacey Russel

Executive Assistant to Russel Betts

John Coburn

Financial Advisor

Amanda Denson, CPA

Trusted Advisor

Grant Smith, CFP®

Senior Partner | Financial Advisor

About Me: https://youtu.be/YHa0oiW0r8Y

Daniel Wright, CFP®

Financial Advisor

About Me: https://youtu.be/i9XbdvclubY

Kasey Cooper

Financial Advisor

About Me: https://youtu.be/Jd3lfVxcXgg

Peyton Reddick

Paraplanner

Kacie McGhee

Marketing and Client Relations

Debbie Knight

Client Relations Manager

Hunter Brown

Financial Advisor

Travis Riggs, CPA

Trusted Advisor