Our Team

 
  • Kurt Gutman

    Financial Advisor

  • Chris Swanson

    Portfolio Manager & Financial Advisor

  • Tammy Trammel

    Client Specialist

  • James J. Bobos, AAMS®

    Partner, Portfolio Manager, Financial Advisor

  • Lynn Fisel

    Financial Advisor, Partner

  • Cliff Malings

    Financial Advisor

  • Cheryl Ryan

    Client Services