Our Team

Team Members In

Advisors

Michael Orfe

CFA®

Senior Vice President, Advisor Group Lead

John Ostrand

CFP®, CTFA®, CAP®

Senior Vice President, Regional Group Lead

Drew Owen

CFP®

Director, Wealth Advisor

Maddalena Parks

AIF, CPFA

Senior Director, Wealth Advisor

Ken Paull

CFP®

Vice President, Wealth Advisor

Chris Peck

Director, Wealth Advisor

Pamela Pena-Serrano

CFP®

Senior Director, Wealth Advisor

Lucas Peterson

CMFC™

Associate Director, Wealth Advisor

Evan Pinney

Series 66, Series 7

Associate, Wealth Advisor

Cody Pittman

Senior Associate, Wealth Advisor