Our Team

Brian McCarver, CFP®, CIMA®

Jonathan Freeman, CFP®, CFA, CIMA®

Jim Kampstra, APA, CIMA®, CFP®

Todd Bogda

Brad Sanders, CFP®, CRPC®

Kristopher Korzi, CFP®, AIF®

Shari Dietz

Cory Cuffley, CPA

Jeffrey Kline, CRPS®, AIF®

Phillip Layton