Our Team

MEET OUR Experienced, Professional Advisors

JOHN DAVIS

JOHN DAVIS

BA, CFP®, CLU®, CIM®, TEP

Partner – Certified Financial Planner®

STEPHEN MACDONALD

STEPHEN MACDONALD

B. COMM, CFP®, CIM®

Partner – Certified Financial Planner®

KELLEY DOERKSEN

KELLEY DOERKSEN

BGS, CFP®, CIM®

Partner – Certified Financial Planner®

CINDY SPRAGUE

CINDY SPRAGUE

B. COMM

Marketing Coordinator

SAMMI MANUEL

SAMMI MANUEL

LLQP

Client Services

KATIE IVERSEN

KATIE IVERSEN

Client Services

LEANNE HARTWELL

LEANNE HARTWELL

Client Services

CREATE A PLAN FOR YOUR FUTURE…

PLAN. COORDINATE. COMMUNICATE.