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