Dan Hunt, AIF®, CRPS®
Chief Executive Officer
Rick Keast, AIF®, MBA
President | Chief Compliance Officer
Sarah Weigel
Vice President, Compliance
Aly Gartz
Operations Manager
Dylan Jones
Operations Specialist
Kenny Wong
IT Manager
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.