Team

 

  • Kimber E. DeLoia, CRPC, RICP

    Wealth Advisor

  • Aprel German

    Administrative Specialist

  • Michael Jolie CPFA®, AIF®

  • Alexis N. Brown CPFA®, AIF®

    Client Relationship Manager

  • Mike Akins, MBA

    Investment Committee Chair

  • Chris Eaton

    Portfolio Manager

  • Sam Winter

    Research & Trading Specialist

  • Dane Steigerwald

    Western Select Operations