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Our Valued Team Members

Derek Tanuvasa, CFP®, CPFA®

Retirement Advisor

Nathaniel (Fano) Barton

Retirement Advisor

Ryan Ennis, QKA, CPFA

DIRECTOR, RETIREMENT PLAN SERVICES

Tyler Finlinson, CIMA®

PRESIDENT

Josh Hamblin

RETIREMENT ADVISOR

Jill Homer

RETIREMENT PLAN ANALYST

Tyler Jackson, AFC®

Retirement Advisor

Sam Julkunen

PLAN ADMINISTRATION SPECIALIST

Shawn Oram

MANAGING DIRECTOR, RETIREMENT PLAN SERVICES

Jay Wells, AIF®

SENIOR ADVISOR, INSTITUTIONAL & WEALTH SERVICES