Our Team
MIKE MERS
Founder & CEO
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KATIE DOW, MSFP, FBS®
Partner, Financial Advisor
LAVEA THOMAS, CFP®, CAIA
Financial Advisor
TREVOR HOTMER
MIKE KELLER
SCOTT WARNER
BRYNN SHOCKEY
Client Service Associate
TAJ PEREIRA
RACHEL LYSNE
Partner, Director of Operations
NATE BURMAN, CFA
Operations Associate
MARANDA BARNHART
Financial Analyst / Operations Associate
