group of professionals

Get to Know Us

Together, we are committed to providing exceptional customer service to all of our clients. It's one of our non-negotiable core values to treat each person's life savings with white gloves, the highest respect, the greatest care, no matter the size of the balance sheet. Your dreams are absolutely valid & we'll do all we can to help you create it!

Photo of Chief Growth Officer Darrah A Tinkler

Darrah A Tinkler

M.A.

Chief Growth Officer

Photo of Director of Development Samantha Berman

Samantha Berman

M.Ed.

Director of Development

Photo of Director of Investments Lacey B Maynard

Lacey B Maynard

AWMA®, RICP®, WMCP®

Director of Investments

Photo of Office Coordinator Jessica Ann Gilstrap

Jessica Ann Gilstrap

M.S.

Office Coordinator

T R

Tara Rancourt

Talent Acquisition Specialist

Our Planning Partners

Photo of Wealth Management Advisor Evan "Batman" Rauen

Evan "Batman" Rauen

Wealth Management Advisor

Photo of Financial Advisor DJ Stelly

DJ Stelly

Financial Advisor

Photo of CEO and Wealth Management Advisor Molly G. Berger

Molly G. Berger

M.A., CSRIC®, CDFA®

CEO and Wealth Management Advisor

Photo of Financial Advisor Hailey Jensen

Hailey Jensen

CFP®

Financial Advisor

Photo of Financial Advisor Olivia Rollins

Olivia Rollins

Financial Advisor

Photo of Financial Advisor Michele Nosari

Michele Nosari

Financial Advisor

Photo of Financial Representative Tony Rush

Tony Rush

Financial Representative

Schedule a Meeting with Tony today: https://www.linkedin.com/redir/redirect?url=Schedule%2520a%2520Meeting%2520Today%21%2520https%3A%2F%2Ftinyurl%2Ecom%2F2s36tfbm&urlhash=TfEb&trk=public_profile_website
Photo of Financial Representative Katie Belliel

Katie Belliel

Financial Representative

Photo of Financial Representative Erika ODell

Erika ODell

Financial Representative

Photo of Financial Representative Paul Benedict

Paul Benedict

Financial Representative