Team

Jason Dix

Jason Dix

Director and Financial Planner

Heather Jensen

Heather Jensen

Director and Financial Planner

Bryen Guy

Bryen Guy

Director and Financial Planner

Nella Grida

Nella Grida

Financial Planner

Rachael Ousley

Rachael Ousley

Client Services Officer

Brigitte Kepler

Brigitte Kepler

Client Services Officer