Todd Vincent
Chairman / Financial Planner
Dylan Ripley
CEO / Financial Planner
David Boothby, AAMS®
CFO / Financial Planner
Angel Santiago
Financial Planner
Barrett Evan
Financial Planner
Ty Ball
Chief Business Development Officer
Tyler Vincent
Paraplanner
Marci Winkler
Client Service Director
Amber Motl
Senior Client Service Specialist
Kristen Dowdall
Senior Client Service Specialist
Maura Ortiz
Senior Client Service Specialist
Taylor Godino
Client Service Specalist