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Our Advisors

Marty Watkins
CEO, CFP®

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Sam Watkins
Financial Advisor

Jared Empey
Financial Advisor

Richard Hopkins
Financial Advisor

Jake Rushton
Vice President Retirement Services

Steve Fox
Financial Advisor

Our Team

Joseph Griffin
President, COO

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April Reid
Client Relations

Mike Haynes
Executive Director

Sara Dewitt
Marketing

Natalie Savage
Director

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Brett Weston
Paraplanner

Carly Chassé
Office Manager

Mallory Adams-Edinborough
Operations Manager

Jessica Osterloh
Account Manager

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Anders Skagerberg
Account Manager