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Registered Representative

CEO, CFP® ChFC® CLU® CRPC® AWMA® CSSCS®

 CCO, CDFA®, CAP

Susie Spangler
Reid M. Johnson
Kinza Burney
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Client Service & Operations Manager Registered Representative 

Client Service Associate

Megan Boyer
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Client Support Specialist

Josh Glazier
Vivian Burney

Client Support Specialist

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Client Service Associate, PC & Web Applications Specialist

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Client Service Associate

Mountain Sunset View

Client Service Associate

MBA Wealth

Sam Meskin
Tracy Stephen
CEO, CFP® ChFC® CLU® CRPC® AWMA® CSSCS®
Susie Spangler
 CCO, CDFA®, CAP
Registered Representative
Client Service & Operations Manager Registered Representative 
Client Service Associate
Client Support Specialist
Client Support Specialist
Client Service Associate, PC & Web Applications Specialist
Client Service Associate
Client Service Associate
MBA Wealth Team
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