Our Team

Our Team

We believe that choosing the right financial advisors may be one of the most important decisions you make. We look forward to helping you find peace of mind and achieve confidence in your financial future.

D. Scott Bunnell, CRPC®

Partner, Financial Advisor

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D. Scott Bunnell, CRPC®

Partner, Financial Advisor

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Mark H. Burgon, CFP®, CRPC®

Partner, Financial Advisor

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Mark H. Burgon, CFP®, CRPC®

Partner, Financial Advisor

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Riley Hendrickson

Partner, Financial Advisor

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Riley Hendrickson

Partner, Financial Advisor

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Steven Hendrickson, CFP®, ChFC®

Partner, Financial Advisor

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Steven Hendrickson, CFP®, ChFC®

Partner, Financial Advisor

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Jared Eccles

Certified Public Accountant

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Jared Eccles

Certified Public Accountant

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Finn Bethurum

Bookkeeping Assistant

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Finn Bethurum

Bookkeeping Assistant

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Melissa Bethurum

Accounting Services Manager

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Melissa Bethurum

Accounting Services Manager

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Alex Bunnell

Financial Analyst

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Alex Bunnell

Financial Analyst

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Spencer Cazier, CFP®

Financial Advisor

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Spencer Cazier, CFP®

Financial Advisor

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Amy Costello

Client Services Manager

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Amy Costello

Client Services Manager

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Jamie Dority

Bookkeeper Associate

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Jamie Dority

Bookkeeper Associate

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Casey Eccles

Office Manager

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Casey Eccles

Office Manager

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Halle Fugal

Tax Associate

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Halle Fugal

Tax Associate

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Kailey Harris

Tax Associate

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Kailey Harris

Tax Associate

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Charity R. Johnson

Client Services Manager

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Charity R. Johnson

Client Services Manager

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Wendy Morgan

Client Services Manager

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Wendy Morgan

Client Services Manager

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Kimberly Robinson

Paraplanner

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Kimberly Robinson

Paraplanner

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Stephen Smith

Financial Advisor

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Stephen Smith

Financial Advisor

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Emma Sowards

Tax Associate

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Emma Sowards

Tax Associate

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Susan Woodruff

Director of Client Services

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Susan Woodruff

Director of Client Services

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