Our Team
MEET OUR Experienced, Professional Advisors
JOHN DAVIS
BA, CFP®, CLU®, CIM®, TEP
Partner – Certified Financial Planner®
STEPHEN MACDONALD
B. COMM, CFP®, CIM®
Partner – Certified Financial Planner®
KELLEY DOERKSEN
BGS, CFP®, CIM®
Partner – Certified Financial Planner®
CINDY SPRAGUE
B. COMM
Marketing Coordinator
SAMMI MANUEL
LLQP
Client Services
KATIE IVERSEN
Client Services
LEANNE HARTWELL
Client Services
CREATE A PLAN FOR YOUR FUTURE…
