Leadership Team

 

Marty Watkins
CFP® - Founder/President

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Jessica Osterloh
Account Manager

Jake Rushton
AIF® - VP Retirement

Mike Haynes
Executive Director

 

Supporting Team

 

Joseph Griffin
CEO

Jared Empey
Financial Advisor

Sam Watkins
CIO

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Richard Hopkins MD
Financial Advisor

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Sara Dewitt
Marketing

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Natalie Savage
Operations Coordinator

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Brett Weston
Paraplanner

Carly Chassé
Managing Director

Mallory Adams-Edinborough
COO

 

Angie Davis
Office Manager