Jim Wilson, CFP®
Managing Partner, Financial Advisor
David Holloway, CFP®, AIF®
Financial Advisor
Elizabeth Hail, CFP®, CIMA®, AIF®
Financial Advisor
Molly Chase, CFP®, AIF®
Financial Advisor
Emily Paukert, CFP®, CPA
Financial Advisor
Logan Jones
Financial Planning Specialist
Michelle Warner
Chief Executive Officer, Chief Compliance Officer
Matthew Porras
Portfolio Manager
Mike Stutzke, AIF®
NCRS Department Manager
Robin Rickey
NCM Meeting/Event Manager
Jen Isotalo
Chief Operations Officer
Robyn Graham
Senior Portfolio Administrator
Ethyn Killinger
Retirement Plan Representative
Sharon Carter
Bookkeeper & HR Coordinator
Laurie Silva, AIF®
Compliance Officer
Theresa Johnson
Portfolio Administrator
Dena Gardner Hertel
Retirement Plan Associate