Diana Harrison

Owner, Investment Advisor Representative, CPA, CFP®, CWS®

Joe Hutchinson

Portfolio Manager, CFA®

Rachel Gustafson

Investment Advisor

Representative, CFP®, CCPS®

Christine Lam

Investment Advisor Representative, CFP®, ChSNC®

Tammy Susnjara

Client Services Specialist

Carrie Howard

Marketing & Client Events Coordinator

Kristin Kralicek

Office Administrator

Sarah Siegele

Tax Preparer

Maxie

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