Our Team
Investment Advisor Representatives
Todd Sanford, CFP®
Partner
Scott Williams, CFP®
Partner
Brent Kerstetter, CFP®, MBA
Partner
Nick Bond, CFP®, MBA
Lori Bumgart, CFP™
Chief Compliance Officer
Liz Yunker
Client Services Associates
Tami Leffingwell
Director of Client Services
Kelly Mutual
Kristen Cordell
Kelsey Holdridge
Mary Romanak
