Team

While many firms are made up of a collection of individuals, ours works as a team to see to your every need. The sum of our combined experience comes together to create a team that can meet not only the needs of a wide range of clientele, but also the many personal requirements of each individual client. We invite you to click on each associate to learn about our team’s care, contribution and experience.

 

John Merrill President & Founder

 
Peter Faust, CFP®                                       Wealth Advisor

Peter Faust, CFP® Senior Wealth Advisor

Reagan Fredrickson Trading and Operations Associate

Abigail Gunderson, CFP® Senior Wealth Advisor

Pooja Gupta                                  Communications and Operations Associate

Pooja Gupta Communications and Operations Associate

 
Curtis J. Holden, CFA®                                 Senior Investment Officer

Curtis J. Holden, CFA® Senior Investment Officer

Donna Loras                                                         Office Administrator

Donna Loras Office Manager

Michael Pumphrey

Michael Pumphrey, AFC® Senior Associate Wealth Advisor

Jeff A. Speight, CFP®                                Senior Wealth Advisor

Jeff A. Speight, CFP® Senior Wealth Advisor

 

Sandra Tamez, FPQP®  Client Services Manager

Alma Ozuna-Teal Director of Operations

Celita Woerner Office Administrator

Tina Yang, CFP® Marketing and Wealth Planning Analyst