Meet Your Team
Jake Parsons, CFP® ChFC®
CERTIFIED FINANCIAL PLANNER® President and CEO
Kelly Roemers
Chief Financial Officer
Chief Compliance Officer
Stephen M. Ellenwood
Operations Manager
Bryan Gutierrez, CPFA®
Retirement Plan Advisor
Carrie Jacobstein, PHRca®
Executive Assistant
Mike Roberts, AIF®
Financial Advisor
Emilie Andres, CFP®
CERTIFIED FINANCIAL PLANNER®
Financial Advisor
Justin Waisner
Financial Advisor
Investment Specialist
Caleb Hilliker, CFP®
CERTIFIED FINANCIAL PLANNER®
Financial Advisor
Monica Huffer
Client Services Associate
Katie McNett
Retirement Plan Client Services
Hannah Vogel
Client Services Associate
Dan Gutierrez
Founder Emeritus
Dave Roberts
Founder Emeritus