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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

 

Our Team

Joseph Griffin
CEO

Mike Haynes
Executive Director

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Natalie Savage
Operations Coordinator

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Sara Dewitt
Marketing

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Brett Weston
Paraplanner

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Carly Chassé
Managing Director

Mallory Adams-Edinborough
COO

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Jessica Osterloh
Account Manager

Anders Skagerberg
Account Manager

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Angie Davis
Office Manager