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…
