Meet Our Team
Our people are the backbone of our commitment to exceptional service. From our wealth and tax advisors to our operations crew, we’re here to make your financial journey straightforward and stress-free.
Wealth Management
Blair Christ
Director of Client Services
Sheila Hansen
Trading & Cashiering
Darren Hetzler
Investment Research Analyst
Dylan Roach
Wealth Advisor
Gage Roach
Financial Professional
Kari Roeser
Trading & Cashiering
Kelli Ross
Client Support
Christine Rouse
New Business
Lisa white
Client Support
Tax
David Defrain
Entity Management
Rosemaire Drosenos
Accountant
Mark Hetzler
Director of Tax Operations
sarah mackay
Accountant
chrissy speer
Senior Tax Accountant
Ben Witters, CPA
Sr. Director of Accounting
Additional Support
Hilda Avila
Office Manager
Alyssa Carroll
Receptionist