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Advisory Team

Wade K. Daniel

Chief Executive Officer, Founder

Leadership
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Estate Planning
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James C. Oliger

Senior Fund Analyst

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Tax

Luke Leong

Director of Investments

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W. David Kern

President

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Dan Larson

Vice President

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Stephen P. King

Vice President

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Mark A. Bates

Chief Operating Officer

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Jenny A. Burns

Senior Wealth Advisor

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Advisory

Mike H. Loewe

Senior Wealth Advisor

Advisory
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Angela Williams

Senior Wealth Advisor

Advisory
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Michael T. Moore, Jr.

Wealth Advisor

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Michael Riney

Wealth Advisor

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Sam Martinez

Wealth Advisor

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Luke Nordman

Associate Wealth Advisor

Advisory
Financial Planning

Rob Reichwein

Associate Wealth Advisor

Financial Planning
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Beverly J. Hassan

Senior Wealth Coordinator

Advisory

Beth Morris

Wealth Coordinator

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Ryan Foley

Senior Wealth Coordinator

Advisory

Tricia Powell

Wealth Coordinator

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Amanda Ohe

Wealth Coordinator

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Jodi Hodges

Wealth Coordinator

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