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Our Advisors

Marty Watkins
Founder/President

Jared Empey
Financial Advisor

Richard Hopkins
Financial Advisor

Sam Watkins
CIO

Jake Rushton
Vice President Retirement Services

Brett Weston
Financial Advisor / Lead Paraplanner

Our Team

Joseph Griffin
CEO

Mallory Adams-Edinborough
COO

Carly Chassé
Managing Director

Mike Haynes
Executive Director

Angie Davis
Office Manager

Jessica Osterloh
Account Manager

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Anders Skagerberg
Account Manager

Sara Dewitt
Marketing