Our Team
MIKE MERS
Founder & CEO
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KATIE DOW, MSFP, FBS®
Partner, Financial Advisor
LAVEA THOMAS, CFP®, CAIA
Financial Advisor
JAMES SMITH, CFP®
JAKE TAYLOR, CFP®
TREVOR HOTMER
Associate Financial Advisor
RACHEL LYSNE
Partner, Director of Operations
BRYNN SHOCKEY
Client Service Associate
MARANDA BARNHART
Financial Analyst / Operations Associate
NATE BURMAN
Operations Associate
