About Us

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.

Ron Gallegos

Senior Investment Officer
Partner

Mike McAteer

Senior Investment Officer
Partner

David Nelson

Senior Investment Officer
Branch Manager

Heather Wood

Senior Investment Officer

Nick Fullmer

Financial Advisor

Jana Cusack

Senior Registered Associate

Crena Gossett

Client Associate

Correna Starr

Senior Administrative Associate

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