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Meet the Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Rebecca Hollas

Rebecca Hollas

Senior Investment Operations Analyst

Daniel Stoakes

Daniel Stoakes, CFP®, CLU®, ChFC®, CEP

Senior Manager Client Strategies

Becky Norman

Becky Norman, CFA®

Investment Operations Manager

Angelee Trom

Angelee Trom

Sr. Marketing and Operations Coordinator

Wyndolyn Tongee

Wyndolyn Tongee

Administrative Coordinator

Emily Barfield

Administrative Coordinator

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