Our Advisors

Marty Watkins, CFP®

Founder/President

Sam Watkins, CFP®

CIO

Richard Hopkins, MD, CRPC®

Financial Advisor

Jared Empey, MSFS

Financial Advisor

Richard M. Lee, MD, CRPC™, AWMA™

Financial Advisor

Michael Espinosa, CFP®

Vice President Retirement Services

Our Team

Joe Griffin

CEO

Mallory Adams-Edinborough

COO

Tre Nelson

Lead Paraplanner

Jessica Osterloh

Director of Retirement Services

Thomas Reed

Paraplanner

Leah Claspell

Advisor Assist

Brooke Buechele

Advisor Relations

Sara Dewitt

Marketing

Carter Larsen

Paraplanner

Amber Miller

Office Manager

Abigail Mills

Advisor Relations

Abby Johnson

Operations