All
Advisors
Executive Team
Support Team

Adi Ringer

Independent Wealth Advisor

Pismo Beach, CA

Alan Campbell, ChFC®, CLU®

Independent Wealth Advisor

Woodland Hills, CA

Alan Goodman

Independent Wealth Advisor

Boulder, CO

Amy Mahlen, CFP®, CDFA®

Independent Wealth Advisor

Centennial, CO

Andrew Davis

Independent Wealth Advisor

Thousand Oaks, CA

Barbara Traylor Smith, CLU®

Independent Wealth Advisor

Grand Junction, CO

Bryan Cannon, CFA

Independent Wealth Advisor

Centennial, CO

Bryan Sullivan

Chief Executive Officer

Arroyo Grande, CA

Christopher Benson, CFA, CFP®

Independent Wealth Advisor

Centennial, CO

Cynthia Baldwin

Advisor Assistant

Grand Junction, CO

Daniel Richards , CLU®

Independent Wealth Advisor

Eagle, ID

Daniel Rohr, CPA, PFS℠, Enrolled Agent

Independent Wealth Advisor

Arroyo Grande, CA

David Ito

Chief Compliance Officer

Arroyo Grande, CA

Doug May, CFA

Private Wealth Advisor

Grand Junction, CO

Eric Patton

Chief Operating Officer

Centennial, CO

Evan Barrett

Evan Barrett, CFP®, ChFC®, CLU®, RICP®

Independent Wealth Advisor

Woodland Hills, CA

Gene Gordon

Independent Wealth Advisor

Palo Alto, CA

Jacqueline Yapp, CFP®

Independent Wealth Advisor

Century City, CA

Jasmine Payne

Operations

Temecula, CA

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