Leadership Team

 

Marty Watkins
CFP® - CEO

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Jessica Osterloh
Account Manager

Jake Rushton
AIF® - VP Retirement

Mike Haynes
Executive Director

 

Supporting Team

 

Joseph Griffin
President

Jared Empey
Financial Advisor

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Sam Watkins
Financial Advisor

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Richard Hopkins MD
Financial Advisor

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Sara Dewitt
Marketing

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Natalie Savage
Operations Director

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April Reid
Client Relations

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Brett Weston
Paraplanner

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Stephen Fox
Financial Advisor

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Carly Chassé
Office Manager

Mallory Adams-Edinborough
Operations Manager