Associates

 
  • Julie Barber

    Julie Barber

    Operations Manager

  • Christian Bryant

    Christian Bryant

    Registered Investment Associate

  • Craig L. Grable

    Craig L. Grable

    Associate Vice President/Investments

  • Allen Heck

    Allen Heck

    First Vice President/Investments

  • Heidi LaFave

    Heidi LaFave

    Registered Client Service Associate

  • LeeAnn Leonard, CRPC®, AAMS®

    LeeAnn Leonard, CRPC®, AAMS®

    First Vice President/Investments
    Branch Manager

  • Paula McDowell

    Paula McDowell

    Client Service Associate

  • Austin Nold, CFP®

    Austin Nold, CFP®

    Vice President/Investments

  • Lyle Officer, CRPC®

    Lyle Officer, CRPC®

    First Vice President/Investments

  • Kelly Petersen

    Kelly Petersen

    Registered Client Service Associate

  • Michael J. Portman, CRPC®

    Michael J. Portman, CRPC®

    Associate Vice President/Investments

  • Chuck Sinclair, CFP®

    Chuck Sinclair, CFP®

    First Vice President/Investments

  • Terry Utley

    Terry Utley

    First Vice President/Investments

  • Hillary Worley

    Hillary Worley

    Registered Client Service Associate