GET TO KNOW US
We continually strive to exceed our clients expectations and build enduring relationships and we’re humbled by their patronage and referrals.
Richard T. Holderness, CFAPresident
Kim C. Eder, CFAVice President & CCO
Jon Michael Morgan, CFASr. Portfolio Manager
Ryan M. Vaudrin, CFP®, CDFA®Wealth Adviser
Ken J. Shahbaz, CPA/PFS, CFP®Financial Adviser
Sheila M. Falls, CPA/PFS, CFP®Financial Adviser
Gina S. MaloneOperations Manager
Emilee N. JonesAdministrative Assistant