Our Team
MIKE MERS
Founder & CEO
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LAVEA THOMAS, CFP®, CAIA
Partner, Financial Advisor
TREVOR HOTMER
Financial Advisor
MIKE KELLER
SCOTT WARNER, EA
TAJ PEREIRA, CFP®
JOHANN SIMPSON
RACHEL LYSNE
Partner, Director of Operations
BRYNN SHOCKEY
Senior Client Service Associate
NATE BURMAN, CFA
Trader/Portfolio Manager
MARANDA BARNHART
Operations Associate
