Our Team

Kris speaks 5 languages and loves to crochet while listening to audio books.

Gwen enjoys boating and fishing with friends and family.

Nicole enjoys reading, crafts, the beach and, most recently, gardening.

Cody is a husband, father, wealth advisor, pilot, retirement planner and aviation junkie.

Neal is a Financial Advisor, fly-fisherman, and avid guitar player.

Jenny has loved dinosaurs since she was a little girl and even had a “dinosaur chic” themed wedding.

Mike is a CIMA® and committed community volunteer.

Sue enjoys playing cards and board games with her husband and three kids.