Our Team

 
  • Tim Alvarado

    Tim Alvarado

    Jr. Partner / Financial Advisor

  • James Cook

    James Cook

    Financial Advisor

  • Chuck Findley

    Chuck Findley

    Financial Advisor

  • Steven P. Gimmarro, AAMS®, AWMA®,CWS®

    Steven P. Gimmarro, AAMS®, AWMA®,CWS®

    Strategic Wealth Coordination Consultant

  • Chris Heckadon, CLU®

    Chris Heckadon, CLU®

    Managing Partner

  • Kevin E. Kemmerer, CLU®

    Kevin E. Kemmerer, CLU®

    Associate General Agent / Financial Advisor

  • Wendall Kennedy

    Wendall Kennedy

    Senior Partner / Investment Advisor Representative

  • Craig Larsen, CMFC®

    Craig Larsen, CMFC®

  • John Larsen, CMFC®

    John Larsen, CMFC®

  • Jason L. Moehlman

    Jason L. Moehlman

    Attorney

  • Bill Rogenmoser, CLU®, ChFC®

    Bill Rogenmoser, CLU®, ChFC®

    Registered Representative

  • Jon Shigemura

    Jon Shigemura

    Financial Advisor

  • Jay M. Steinbock, RFC

    Jay M. Steinbock, RFC

    Senior Partner / Investment Advisor Representative

  • Stephen White

    Stephen White

    Senior Partner