Our Team Team Members Angela Dwinal Client Service Manager Bethany Aylor, CFP® Wealth Advisor & Financial Planner Brent Yanagida, CFP®, EA Financial Planner Brittney Murray Associate Business Manager Debbie Harper Business Manager Grant Bugner, CFP® Wealth Advisor & Financial Planner Jason Foster, JD, AEP® Director of Wealth Strategies & Legacy Planning Jodee Aylor Client Service Associate John McCorvie, CFA Partner, CIO & Wealth Advisor Johnny Russell, CFA Wealth Advisor Julie Pribble, CFA Wealth Advisor Noel Bennett Wealth Advisor Sheryl Getz Client Service Associate Sophie Berglund Wealth Advisor Tara J. Hefty, CFA, FRM Managing Partner & Wealth Advisor Terry Hefty Founder Emeritus Terry Robinette Wealth Advisor
