Our Team

Meet Our Managing Partners

accounting practices

Matthew Miller

CKA®, FIC
CEO, Senior Wealth Advisor

Jonathan Hoyme

CFP®, CLU®, FLMI, CKA®
CIO, Senior Wealth Advisor

Meet Our Team

accounting practices

Blair Greenwood

BFA
Wealth Advisor

Ryan Christensen

Paraplanner

Daniel Shanks

Portfolio Analyst

Alicia Briseno

Client Service Coordinator

Cole Ford

Client Service Coordinator

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