Team

Our business is people and their financial well-being.

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Andrew Jensen

Senior Wealth Advisor

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Annette Wilder

Client Services Manager

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Becki Sutton

MBA, CFA, CFP® Senior Portfolio Manager, Senior Wealth Advisor

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David White

Senior Vice President

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Erica Martinez

MBA, MST
Chief Financial Officer

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Joseph Arce

MBA Chief Operating Officer & Chief Compliance Office

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