Our Executives.

  • Jeff Houston

    Chief Visionary & Owner

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  • Gabe Olson

    Owner

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  • Travis Bator

    Chief Compliance Officer

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  • Jonathan Leymaster

    Chief Growth Officer

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  • Sue Wilson, CPA

    Chief Financial Officer

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Our Team.

  • Sandra Drennon

    Executive Director of Wealth Management

  • Bryan Pettit

    Portfolio Manager, Financial Advisor

  • Donna Monda

    Certified Financial Planner

  • Jeff A. Wachtman

    Portfolio Manager, Financial Advisor

  • Kelsey Vest

    Client Care Associate

  • Molly Verduzco

    Client Care Associate

  • Janine Pennington

    Compliance Assistant

  • Wendy Burt

    Client Care Coordinator

  • Renee Bostrom

    Client Care Associate

  • Hope Evans

    Client Care Coordinator

  • Carla VanZuuk

    Executive Assistant / Focus Manager

  • Jack McGovern

    Advisor / Insurance Agent

  • Lindsey Hebert

    Marketing Coordinator

  • Jonathan Thrall

    Portfolio Manager / Financial Advisor

  • Molly Verduzco

    Employee

  • Irma Lewis

    Employee

What makes our team different than others?

Our Values & Guiding Principles