Associates

Advisors

• Robert Cooper

  Financial Advisor, CFP^®

• Scott Foreman

  Financial Advisor

• Melissa Glennie

  Chief Compliance Officer, Chief Financial Officer

• Fong Her

  Financial Advisor, CPWA®, CIMA^®

• Tom Luing

  Financial Advisor, CFP^®

• Gregory Paine

  Financial Advisor

• Alexander Pengelly

  Financial Advisor, CFP^®

• Herbert M. Richardson III

  Financial Advisor

• Robert Doran Shepard

  Financial Advisor, AIF®

• Gregory Stroh

  Founder, Principal and Financial Advisor

• Jane Truckenbrod

  Financial Advisor, CPA-Retired

• John Truckenbrod

  Financial Advisor, CPA-Retired

• Michelle H. White

  Financial Advisor

CMA Tax and Accounting

• Parker LaPlant

  Staff Accountant

• David Senness

  Certified Public Accountant

• Sherab Tsomo

  Staff Accountant

Registered Representative

• Steve Rumchik

  Registered Representative

Staff

• Joshua Bartz

  Paraplanner

• Dawn Bravo

  Administrative Assistant

• Rachel Bravo

  Accountant

• Sandy Buchan

  CPA

• Nancy Burns

  Tax Preparation & Filing, Accounts Receivable and Customer Relations

• Nicole Dostal

  Administrative Assistant

• Jean A. Hurlbert

  Financial Planning Associate, Team Luing Manager

• Amy Kramer

  Financial Advisor Assistant

• Annette LaPlant

  Retirement Plan Specialist

• Chris Olson

  Paraplanner

• Marissa Zaun

  Client Services